Call Us Today! 855.578.1200 | info@greatlakeswealth.us

Call Us Today! 855.578.1200 | info@greatlakeswealth.us

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WELCOME TO

GREAT LAKES WEALTH

We proudly combine Wall Street solutions with Main Street values – and our clients are at the center of all we do! We offer goals-based financial planning, best-in-class asset management solutions and concierge-style client service. We turn the complicated into the simple and bring common-sense investing to a not-so common-sense world.

Our Proprietary Portfolios

Using research from both Great Lakes Wealth and across Wall Street, Great Lakes Wealth has created ten proprietary investment models which aim to solve specific situations. These outcome-based portfolios use ETF’s, mutual funds, municipal or taxable bonds, common stocks, commodities, real estate, precious metals, and alternative investment vehicles. We build portfolios based on investor needs, which have a conservative bias and that can deliver impactful results.

Clients We Serve Include:

— AFFLUENT INDIVIDUALS & FAMILIES — 

 — CORPORATE EXECUTIVES — 

 — BUSINESS OWNERS — 

 — CORPORATIONS —

 — NOT-FOR-PROFIT INSTITUTIONS — 

WealthManagement

Wealth Management

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning, legal or estate planning, as well as philanthropic and multi-generational planning.

FixedIncome

Asset Management

We serve investors globally through a unique multimanager approach: We search the world to find proven investment teams with specialized expertise for every strategy we offer.

FinancialPlanning

Institutions & Business

We leverage our decades of expertise working with CFOs, HR executives and benefit specialists, municipalities, non-profits, physician practices and other growing companies to support their respective needs.

RiskManagement

Insurance Services

We can assess where your risk lies and determine your level of comfort with it. We will explore what actions and plans to put in place to provide the level of protection you need and can count on.

Satisfaction Guaranteed

Great Lakes Wealth 2
Our team’s experience spans many decades and we work hard to be the best. We understand that investors have options of whom to work with, so we strive to deliver the following to our clients:
  1. Better investment Returns for you
  2. Lower fees for you
  3. Better service for you
  4. Both Short- and Long- term Client Satisfaction … Guaranteed!
If you’re ever unsatisfied, we’ll work to make it right. If you’re still not satisfied, we’ll refund you latest quarter’s management fees in full. GUARANTEED!
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Wall Street Solutions with Main Street Values

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