Partner With Us
When you partner with our Wealth Management team, your clients gain expert fiduciary support while continuing to work with the advisor they know and trust.
What You Can Expect from a Lake Ridge Partnership
Our goal is simple: to support your clients with trusted fiduciary services while strengthening the relationships you’ve built.
You Keep the Relationship
Your clients continue working with you, while we serve as a professional fiduciary, trustee, or financial power of attorney.
We Handle the Complexity
Our experienced team manages living, charitable, special needs, and other trusts with expertise and care.
Local and Accessible
With a Madison-based team and decision-making, your clients receive responsive, personal service every step of the way.
Proven, Collaborative Approach
We’ve partnered with external advisors, attorneys, and money managers for decades, creating seamless experiences for clients.
Experience You Can Rely On
Our Wealth Management professionals bring over 300 years of combined expertise in fiduciary law, estate administration, investment strategy, and tax planning.
Supporting Services to Strengthen the Relationship
Investment Management
Help clients grow and manage their assets with disciplined, relationship-driven investment strategies. Our team provides thoughtful portfolio construction and ongoing guidance, aligned to each client’s goals and risk tolerance.
Fiduciary Services
When your clients need an independent trustee, executor, or agent, our fiduciary services offer experience, objectivity, and care. We step in where complexity or neutrality matters most.
Financial Planning
Support clients through life’s milestones with comprehensive financial planning. From cash flow and tax considerations to long-term goals, our planning approach brings clarity and confidence.
Retirement Planning
Help clients prepare for retirement with strategies built around income planning, longevity, and peace of mind. We work closely with clients to create plans they can rely on through every stage.
Frequently Asked Questions
Do I need to transfer my account to my Dealer-Broker if I am NOT selling or purchasing LRBI stock?
Will I continue to have access to my account online through Clear Trust, LLC?
Now that the bank is on a public market, will my shares that I currently own in Lake Ridge Bancorp, Inc. be diluted?
As an out of state resident, will I be able to participate in the DRIP?
If I am currently enrolled in our Dividend Reinvestment Program (DRIP) will this have any impact on the program?
Market Report: February 2026
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