Bronfman E.L. Rothschild Acquires Lake Country Wealth Management
Brion S. Collins in 2009. The firm provides fully integrated fee-for-service financial planning advice, insurance solutions, and advises on assets totaling over
“The Lake Country Wealth Management acquisition brings sophisticated financial planning talent to the Bronfman
Both firms share a similar client-oriented culture and a high-touch, personalized service model, helping clients achieve their long-term goals.
“The same team of advisors will continue to serve our clients, now with more tools and additional locations,” said Collins. “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
Bronfman
About Bronfman
Creating, enhancing, and preserving wealth is the focus at Bronfman E.L. Rothschild. Through in-depth knowledge and experience, specialized wealth management advisors help families and individuals clarify their financial goals and develop a tailored strategy to meet their objectives. Overseeing more than
*client assets under management as of
Bronfman
for Bronfman
[email protected]
Source: Bronfman
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