La Belle Vue Wealth Management &Partners

06/11/2026

🎉 Big news! We're so excited to welcome Berkley Erickson as our summer intern at La Belle Vue Wealth Management & Partners!

Berkley recently graduated from Oconomowoc High School! 🎓 This fall, he'll be starting at the University of Wisconsin–Madison.

We're thrilled to have Berkley join our team for the summer! Welcome aboard! 👋

06/10/2026

06/09/2026

Receiving an inheritance can feel straightforward at first.

Then the questions start to surface.

What should be done with it? How should it be structured? How does it fit into everything else already in place?

There isn’t always a clear path forward, even when the opportunity is significant.

Our goal is to bring a perspective that helps you slow down and make sense of decisions, bring structure where there isn’t one, and think through how each choice fits into the bigger picture.

Content created by Oechsli.

06/08/2026

Major life changes don’t just shift your routine. They often change your financial picture as well.

Buying a home, starting a family, or taking on a new opportunity can all come with tax implications that aren’t always obvious in the moment.

That’s why these moments are worth talking through.

Not after the fact, but as they’re happening, so decisions can be made with a clearer understanding of what comes next.

A quick conversation at the right time can make a meaningful difference.

Content created by Oechsli.

06/03/2026

On paper, an offer may make sense, but in reality, it can feel very different.

Preparing for that gap is just as important as preparing the numbers.

Content created by Oechsli.

06/02/2026

La Belle Vue Wealth Management, in partnership with &Partners, is committed to helping our clients remain vigilant against scams and other types of financial fraud. Please read this important article and forward it on to your friends and family!

Fraudsters are getting smarter, but you can stay a step ahead of them. At &Partners, protecting your financial information is one of our top priorities. We can work with you to keep your financial information secure by helping you understand common fraud tactics and how to adopt simple habits like s...

06/01/2026

As your income rises, your financial life rarely becomes simpler.

This is where financial advice becomes less about information and more about structure.

At a certain point, it’s not the amount of income that matters most, it’s how well everything around it is organized.

Content created by Oechsli.

05/28/2026

Summer tends to fill up fast.

Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can be worth taking a quick look at a few financial items that are easy to overlook during busy seasons.

A mid-year check-in on things like your portfolio, tax planning, and estate details can keep everything current while it’s still fresh in your mind.

Then when summer actually arrives, you’re not thinking about paperwork you meant to revisit months ago.