Bronfman E.L. Rothschild has acquired Lake Country Wealth Management (LCWM), which provides fully integrated fee-for-service financial planning advice, insurance solutions, and advises on assets totaling over $120m.
Bronfman E.L. Rothschild will maintain LCWM’s Delafield location, adding a sixth office to their others in Milwaukee, Minneapolis, Madison, Appleton, and Janesville.
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LCWM was founded by Brion S. Collins in 2009. The firm has 10 employees, including 3 advisors.
Collins will join the Bronfman E.L. Rothschild executive management committee.
Bronfman E.L. Rothschild president Bruce Laning said: "The Lake Country Wealth Management acquisition brings sophisticated financial planning talent to the Bronfman E.L. Rothschild team. Lake Country Wealth Management’s holistic financial planning approach has worked well for their clients, and we will incorporate some of their processes to enhance our existing planning model. In addition, Brion and his team bring advanced risk management and insurance product expertise for personal, business, and estate planning situations."
Both firms share a similar client-oriented culture and a high-touch, personalized service model, helping clients achieve their long-term goals.
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By GlobalDataCollins commented: "The same team of advisors will continue to serve our clients, now with more tools and additional locations. Industry expertise and robust investment tools are critical in helping our clients achieve their goals."
An added benefit for clients is Bronfman E.L. Rothschild’s relationship with Callan & Associates, which gives LCWM access to the third largest pension consultant in the country, along with all of their intellectual capital and on-going manager research.
Bronfman E.L. Rothschild has a stated strategic goal to broaden its reach and services by acquiring high quality firms with talented people and processes.
"We plan to invest and continue to expand geographically as well as to broaden the services, expertise, and technology we provide to clients," added Laning.
