Financial Planning

Business Wealth Management

Advice from People You Can Trust.

For business owners like you, a financial plan should be comprehensive. That means taking into consideration what likely represents the most significant component of your total net worth: Your company. Said differently, your business will profoundly affect you and your family’s financial future.

Our Financial Planners recognize that the planning needs of business owners are nuanced. They also know the importance of asking the right questions, and they’ll work tirelessly to make sure they understand every aspect of your situation before determining your best path forward. Together with you, they’ll thoroughly assess your options and, as needed, will partner with other members of your advisory team to craft your optimal plan. 


A Comprehensive Financial Plan Addresses the Following...

Investment Management

Our trained wealth managers have a proven track record of delivering results in all kinds of market environments 

Retirement Planning & Retirement Income Management

Set the stage for a secure, fulfilling second act for you & your employees with guidance from our retirement-planning experts

Estate Planning & Succession Planning

Having your affairs in order is one of the best gifts you can give yourself & your family – we’re here to help

Tax Planning

We can take the guesswork out of tax planning & preparation, so you can be sure all your bases are covered

Business Continuation Planning & Risk Management (Insurance)

If you want your operation to continue after you’ve left, our team can assist you in putting the right pieces in place

Education Planning

Education is one of the greatest expenses most people will pay for in their lifetime, and having a solid plan can be critical to doing it successfully

Secure Your Legacy. Plan for Tomorrow.

Take the first step today: Send us an email or call (608) 826-3570 to speak with one of our team members, to discuss how Lake Ridge Bank can help you achieve your financial goals. 

CFP® CERTIFICATION: The Standard of Excellence 

If your financial life seems to be spinning out of control, you’re not alone. Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans —and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task. Although many professionals may call themselves “financial planners”, CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

Ask one of our Financial Planners to help you achieve your goals.

Christine Sperry

Trust Officer

Jeff Supple

Vice President – Trust Officer

Mark Drachenberg

Vice President – Trust Officer and Senior Portfolio Manager

Banknotes & Resources