WI · Sturgeon Bay

Fiduciary advisors in Sturgeon Bay, WI

1 advisor with offices in Sturgeon Bay. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Sturgeon Bay

Lake Edge Wealth Advisors | Raymond James

Sturgeon Bay, Wisconsin

Lake Edge Wealth Advisors is a Raymond James-affiliated firm in Sturgeon Bay, Wisconsin, offering financial planning and investment management to individuals, families, pre-retirees, and retirees. The firm provides retirement planning, active portfolio management with scheduled reviews, tax planning strategies, estate planning coordination, and biblically responsible investing options. Their approach emphasizes personalized strategies aligned with client goals and risk tolerance, with investment reviews conducted at client-selected intervals.

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Financial advisors in Sturgeon Bay, Wisconsin

Advisors serving Sturgeon Bay specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Wisconsin's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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