Wall Street Solutions with Main Street Values!
THANKFUL FOR FOUR YEARS
Dear Great Lakes Wealth Clients, Family, and Friends,
I am proud to announce that Great Lakes Wealth is celebrating its fourth anniversary today! When Michael H., Carmela E., and I opened GLW's doors on July 1, 2016, we fulfilled our desire to serve our existing clients better than we were able to at our "big Wall Street firm" by providing them with Lower Fees, Better Returns, and Concierge Service. We have carried this commitment over to the rest of our community now, too. Great Lakes Wealth is a Registered Investment Advisor who proudly combines "Wall Street solutions with Main Street values!"
As a firm, we are proud to have retained and protected our employees during this COVID-19 pandemic, and I want to acknowledge our amazing GLW team for ALWAYS putting our clients FIRST! We believe that clients should always be able to talk with an actual person, but we have invested in state-of-the-art technology, too. Our team has over 100 years of combined experience, including a CFP and CRPC, and we continue to offer goals-based financial planning along with exciting "Wall Street" investments that local investors may not otherwise have access to. If you or someone you know is not happy with their current advisor, or not getting access to the right investment opportunities, please contact me directly firstname.lastname@example.org see how Great Lakes Wealth could help!
On behalf of Great Lakes Wealth, I want to personally thank all of you, and especially our clients, for your on-going partnership, commitment to successful planning and investing, and trust in our process... and we hope the results continue to speak for themselves! As many of you know, Michael Hartman lost his battle with cancer in 2017. We miss him and wish he was here to celebrate with us today, but we continue to honor him by upholding the ideals and work ethic that he brought to GLW and shared with us all.
We are excited to celebrate the past FOUR years and proud of how far Great Lakes Wealth has come… but we are even more excited to continue helping our clients successfully plan for their financial futures and to see what fantastic investment opportunities we will find next. Again, THANK YOU ALL FOR YOUR SUPPORT and we hope to see you soon!
Very Truly Yours,
Dewey D. Steffen
CEO/Chief Investment Officer