General Info

Lake Edge Wealth Advisors | Raymond James is a financial services firm located in Sturgeon Bay, WI. We offer a wide range of financial planning services, including retirement planning, investment management, tax planning strategies, estate planning, and charitable giving. We have a team of experienced professionals who are dedicated to helping our clients achieve their financial goals. We offer a personalized approach to financial planning, and we take the time to understand our clients' individual needs and goals. We then develop a customized financial plan that is designed to help them achieve those goals. We also provide ongoing support to our clients, and we are always available to answer their questions and provide guidance.