Broker Check

617 Appleton Road, Menasha, WI 54952

(920) 372-5253
Account Access

Building Access Update

Reconstruction is officially underway! We’re progressing forward on the next stages of restoring our client space following the damage from the July 27th tornado. We are currently targeting a reopening in November 2026. As crews continue working, our team remains fully available by phone, text, email, and virtual appointments, with in-person appointments available by request at an alternate location. Thank you for your continued patience and support. We look forward to welcoming you back through our doors soon. Stay tuned as we get one step closer to reopening!

LakeHaus Wealth Partners

LakeHaus Wealth Partners

Your financial future deserves a thoughtful, personalized approach. We work together to understand your goals and develop strategies to help you navigate what’s ahead with confidence.

... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...


 

... no copy here ...
Your Advisor, Our Team.

Your Advisor, Our Team.

Landon provides personalized financial advice tailored to your goals, backed by a team committed to providing thoughtful service and helping you plan for what’s ahead.

Let's Connect

Who We Serve

We work with people at every stage of life, providing personalized financial strategies built around their goals and priorities.

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

Learn more
Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

Learn more
Pre-Retirees & Retirees

Pre-Retirees & Retirees

Strategies for every phase of retirement

Learn more
High-Net Worth

High-Net Worth

Serving the unique needs of HNW individuals

Learn more

Schedule A Consultation

Let’s start with a conversation about where you are today, where you want to go, and how we can help you navigate what’s ahead.

Make an Appointment

How We Help

Personalized financial strategies to help you build wealth, plan for retirement, and protect your legacy.

Retirement

Your most important financial milestone

Learn more

Wealth Management

Portfolio construction and risk management

Learn more

Peak-Career

Wealth-building strategies for professionals

Learn more

Estate Strategy

Strategies for every phase of life

Learn more

Three-Step Process

STEP

1

Assess

Understand your financial situation, risk tolerance, and goals.

STEP

2

Strategize

Develop personalized strategies aligned with your goals, priorities, and comfort with risk.

STEP

3

Implement

Put your plan into action, with ongoing reviews and adjustments as your needs evolve.

Let’s Get Started

Your goals are at the heart of our approach. Through open communication and a relationship built on trust, your financial strategy can evolve as your needs and priorities change.

Speak with a Professional

Let’s Talk About What’s Ahead.
Every financial journey is different. Complete the form to start the conversation.

Thank you!
Oops!

"After my husband died, my daughter introduced me to Landon. I feel very good about him taking care of my assets, and I know my husband would have also. I have complete trust in Landon. He is a great guy!"

- Carmen J.

"My wife and I have known Landon for years and his character and genuine concern for people drew us to his counsel. Landon and his team have been outstanding in helping us plan for our future and making us feel secure in my retirement. Knowing all we have to do is make a phone call and they are ready to answer any questions and serve our needs is a real blessing!"

- Jerry E.

"I love the fact that if we have questions, Landon is so fast to answer them. If he is not available immediately, he gets back to us right away. We feel like privileged friends who happen to be customers."

- Sandie M.

This testimonial was given by client of the financial advisor and no compensation was provided directly or indirectly. There are no material conflicts of interest on the part of the person giving the testimonial. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers.  Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.