Lake Edge Wealth Advisors

Lake Edge Wealth Advisors Plan Well. Live Well. Navigating the complexities of financial planning can be overwhelming, but you don’t have to do it alone.

While honoring your personal mission, Lake Edge Wealth Advisors develop smart financial strategies to help you reach your goals while offering guidance and stability along the way. By actively managing your investments, we help ensure every decision is made with your best interest in mind, helping you grow, preserve, and pass on your wealth. With locations in Green Bay, WI, Sturgeon Bay, WI and Ma

nitowoc, WI, we specialize in providing financial guidance to those who value honesty, simplicity, and personalized service. Our goal is to serve your family for life.

We're proud to share that Daniel Cape was named to the 2026 Forbes Best-In-State Next-Gen Wealth Advisors list. The list...
08/12/2026

We're proud to share that Daniel Cape was named to the 2026 Forbes Best-In-State Next-Gen Wealth Advisors list. The list recognizes top financial advisors under 40 across the United States. Please join us in congratulating Daniel!

See the full 2026 rankings here: https://www.forbes.com/lists/best-in-state-next-gen-advisors

If you're looking for ways to support the Menasha community, a nonprofit organization from our own community, Crisis Caf...
08/05/2026

If you're looking for ways to support the Menasha community, a nonprofit organization from our own community, Crisis Café, is down there helping. Every Crisis Café website donation made in the next month will go directly to tornado relief efforts. Use the link below if you feel called to donate: https://crisiscafe.org/donate-now/ and check out their page to see all the good they're doing! Crisis Cafe

Invitations are out! 👀🎢Come join us for a fun evening filled with delicious Chick-fil-a, sweet treats, and rides for all...
06/29/2026

Invitations are out! 👀🎢

Come join us for a fun evening filled with delicious Chick-fil-a, sweet treats, and rides for all ages at Bay Beach on August 6th for our annual client appreciation event!

RSVP Now: https://calendly.com/lakeedgewealthgb/event3.

Thank you to everyone that attended our 16th annual Financial Forum! With over 180 attendees, we raised $7,500 for the i...
05/05/2026

Thank you to everyone that attended our 16th annual Financial Forum!

With over 180 attendees, we raised $7,500 for the incredible work of Crisis Cafe, a local nonprofit in the Green Bay area.

Be on the lookout for more upcoming Lake Edge events!

Save the Date! Mark your calendar for our annual Financial Forum happening April 29th! Watch your mailbox for a full inv...
03/17/2026

Save the Date!

Mark your calendar for our annual Financial Forum happening April 29th! Watch your mailbox for a full invitation with more event details coming soon.

Address

2345 E Mason Street
Green Bay, WI
54302

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

Telephone

+19202722273

Website

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