LakeHaus Wealth Partners

LakeHaus Wealth Partners is a financial planner in Menasha, Wisconsin. The practice offers portfolio management, retirement strategies, wealth management, risk management, estate strategies, life insurance, extended-care planning, education strategies, and Social Security strategies. It serves entrepreneurs and executives, peak-career professionals, pre-retirees and retirees, and high-net-worth and ultra-high-net-worth clients. The firm's principal, Landon Wiese, holds the CFP, RICP, and CLTC designations and has worked in the financial services industry for over eighteen years. He is joined by Kelly DeWine, client relations administrator, and Samantha Hull, marketing and client engagement associate.

The practice works from a three-step process: assessing a client's financial documents, risk tolerance, and objectives; presenting strategies matched to the investor profile; and implementing and monitoring the plan through life changes and market volatility. Its stated approach favors a team method, gathering opinions from several sources with different backgrounds, education, and experience, on the view that no single strategy fits everyone. Every client receives attention from planning through execution and follow-up, with an emphasis on anticipating challenges as they arise.

Services extend to portfolio construction and risk management, deciding which risks to transfer to an insurance company and which to manage directly, building estate strategies to protect a legacy, and planning for education costs and extended care. Retirement planning covers sequencing income sources and Social Security's role in an overall strategy, while high-net-worth and ultra-high-net-worth clients receive strategies suited to larger balance sheets.

The office sits on Appleton Road, about a tenth of a mile from Depere Street and Hart Park, with Winz Park and Racine Street roughly four tenths of a mile away and Saint Mary Grade School about half a mile off.

Landon Wiese's eighteen-plus years in financial services and his CFP, RICP, and CLTC credentials anchor a Menasha practice built on long-term client relationships and open communication.