Welcome to

Du Lac Wealth Services
 

Working with an experienced Financial Advisor is an important step toward pursuing your financial goals. 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, CFA, MBA collaberates with your attorneys and tax advisors to coordinate your overall financial plan. Because everyone has different needs, we proudly align with LPL Financial and Independent Advisor Alliance who help facilitate our customized strategies for clients.

 

At Du Lac Wealth Services we appreciate the trust you place in us to help identify investments and strategies that fit you.

 

We look forward to hearing from you soon.