Find out your risk tolerance number and get a better understanding of how your portfolio can meet your needs.
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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.
Clients We Serve Include:
— AFFLUENT INDIVIDUALS & FAMILIES —
— CORPORATE EXECUTIVES —
— BUSINESS OWNERS —
— CORPORATIONS —
— NOT-FOR-PROFIT INSTITUTIONS —
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.
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.
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.
- Better investment Returns for you
- Lower fees for you
- Better service for you
- Both Short- and Long- term Client Satisfaction … Guaranteed!