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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 —
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.
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.
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.
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
- Better investment Returns for you
- Lower fees for you
- Better service for you
- Both Short- and Long- term Client Satisfaction … Guaranteed!
Wall Street Solutions with Main Street Values
