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    Lake Edge Wealth Advisors

    5.0 (1 review)
    Financial Advising, Investing
    Open • 8:00 am - 4:30 pm

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    Services - Lake Edge Wealth Advisors

    Estate planning

    Inheritance planning

    Insurance planning

    Investment management

    Retirement planning

    Lake Edge Wealth Advisors Photos

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      Mark L.
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      More info about Lake Edge Wealth Advisors

      • 2345 E Mason St

        Green Bay, WI 54302

        Directions

      • (920) 272-2273

        Call Now

      • Visit Website

        https://www.lakeedgewealth.com

      • From the Business

        Specialties

        With locations in Green Bay, Sturgeon Bay & Manitowoc, Lake Edge Wealth Advisors specializes in providing financial guidance to those who value honesty, simplicity, and personalized service. Our goal is to serve your family for life; helping you grow, preserve, and build your wealth.

        History

        Established in 2012.

        Lake Edge Wealth Advisors is a collaborative partnership of three offices independent of Raymond James. The three offices formerly known as Cape Financial Group (Green Bay, 2012), Gottshall Capital Partners (Manitowoc, 2009), and Stephani Wealth Management (Sturgeon Bay, 2019) have had a long-time collaborative affiliation which was formalized to form Lake Edge Wealth Advisors.

      • More Info

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      Jerry Ganz Financial Planning

      Jerry Ganz Financial Planning

      (1 review)

      Knowledgable, thorough and friendly, Jerry has helped us to protect what we have and get good…read morereturns on our conservative investments. When needed, he and his staff will go the extra mile. Our history with Financial Advisors has been fraught with people making poor decisions on our behalf. Thank heaven we have found him. Dan and Gwen Riley

      Lake Edge Wealth Advisors - financialadvising - Updated May 2026

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