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Where all the pieces of your financial picture come together

Let us help you put

the pieces together.

Gain Confidence

  At Dream Lake Financial, as a CPA & Financial Advisor, we provide comprehensive financial planning, investment management and tax advising, ensuring all the pieces of your financial picture are working together towards your goals. Located in Saukville, Wisconsin we serve clients locally and virtually.

Financial Planning

You want an actionable financial plan to put into place, giving you confidence for your savings goals

investment management

You are looking for tax informed strategies to safeguard and grow your wealth for the future.

Tax Planning & Prep

You can get your taxes prepared and filed with us, as part of our integrated planning.

our success is tied to yours

Fiduciary
Fiduciary

You need to trust who is giving you financial advice, this impacts your life in a big way. We are legally and ethically bound to only act in your best interest.

Small & Independent

 You want to work with someone who has the dedicated time to understand all the pieces of what makes up your unique financial picture, and who is not obligated to meet quotas or squeeze every penny out of you.

You want to know that you are paying for guidance and service that is in your best interest, not what will make the most money for the advisor. Fee only allows us to make recommendations based on what is truly best for you.

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What to do with
your next dollar?

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