Bronfman E.L. Rothschild Acquires Lake Country Wealth Management

Brion S. Collins to Join Executive Management Team

Madison, Wis. April 30, 2015—Bronfman E.L. Rothschild today announced the acquisition of Lake Country Wealth Management (LCWM). Bronfman E.L. Rothschild will maintain LCWM’s Delafield location, adding a sixth office to their others in Milwaukee, Minneapolis, Madison, Appleton, and Janesville.

LCWM was founded by Brion S. Collins in 2009. The firm provides fully integrated fee-for-service financial planning advice, insurance solutions, and advises on assets totaling over $120 million. LCWM has 10 employees, including 3 advisors. Collins will join the Bronfman E.L. Rothschild Executive Management Committee.

“The Lake Country Wealth Management acquisition brings sophisticated financial planning talent to the Bronfman E.L. Rothschild team,” said Bruce Laning, President of Bronfman E.L. Rothschild. “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.

“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 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. Said Laning, “We plan to invest and continue to expand geographically as well as to broaden the services, expertise, and technology we provide to clients.”

About Bronfman E.L. Rothschild
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 $2.2 billion in client assets under management*, the firm works to understand each client’s goals and offers candid advice and guidance through the complex investment arena. The firm also serves as a consultant to corporate retirement plans overseeing investment fund selection and monitoring, providing fiduciary oversight and offering a unique Retirement Readiness education experience to plan participants. The firm’s retirement plan consulting and administration professionals specialize in assisting with the design, implementation and administration of qualified retirement plans. They also provide consulting services on a wide range of retirement plan issues, including plan termination, IRS and DOL audits and plan corrections under IRS and DOL approved procedures.

 

# # #

* client assets under management as of 3/31/15

Bronfman E.L. Rothschild, LP is a registered investment advisor.