Independence Powered by LPL Financial

Our Commitment to You.

Working with an experienced Financial Advisor is an important step toward pursuing your financial future. At Du Lac Wealth Services our initial meetings are relaxed and informal with no charge to you.

As a comprehensive financial services and wealth planning firm, we help families prepare for all of the big moments in life. Whether you are planning for college or retirement; looking for guidance on your IRA, 401k or 403b; evaluating life or long term care insurance options; or determining generational goals like estate planning and wealth transition; we have the resources and experience to help you move in the right direction.

Financial Planning entails more than just managing investments, which is why we also evaluate and discuss protection strategies. Managing Director, Jim Mertens collaberates with your attorneys and tax advisors to coordinate your overall financial strategy. Because everyone has different needs, our financial advisors proudly align with LPL Financial and Independent Advisor Alliance who help facilitate our customized strategies for clients.

We can help you identify the simple steps that can lead to meaninful change and financial confidence.

We look forward to hearing from you soon.