Patrick M. Broeske founded Lakeside Wealth Management, LLC in November of 2002 after spending the previous two years as a Vice President/Financial Advisor with Merrill Lynch. Mr. Broeske began his career in 1989 as a Financial Advisor with Raymond James Financial Services. Lakeside Wealth Management was initially established in downtown Fond du Lac and has since moved to its present location in October of 2013.
Lakeside Wealth Management creates custom financial strategies for individual investors, affluent families, foundations and business owners by focusing on their unique needs and putting their best interests first. Our clients trust us to provide objective recommendations and independent, professional guidance aligned with their unique personal and financial goals.
As a client of ours, you will benefit from our honest communication, personal service and innovative strategies as we help you build and protect your wealth. Our objective is to provide you with clarity and confidence in your future and guide you along the path toward financial success.
You can count on us to take great care to discover your needs and offer you guidance and ongoing support, especially in times of economic instability. As the financial markets or your personal circumstances change, we help ensure your plan remains in line with your goals for retirement and your intention to pass on a legacy to your children, grandchildren or meaningful charity.