Wall Street Solutions with Main Street Values!
Great Lakes Wealth is Expanding!
Dear Great Lakes Wealth Clients and Friends,
We are excited to announce the continued growth of our firm with the hiring of the newest member of our Great Lakes Wealth team – Mr. Joe Wilkinson!
Joe Wilkinson is a Wealth Advisor and Cash Management Specialist at Great Lakes Wealth in our Northville office. He brings over a decade of experience in corporate and tech sales, as well as financial advising and wealth management. As a Wealth Advisor, Joe’s primary focus is to help clients grow, protect, and pass on their wealth by developing goals-based financial plans unique to each client’s situation. As a Cash Management Specialist, he leads the GLW team in analyzing interest rates and determining cash alternative opportunities. Joe holds his series 7, 63, 65, as well as Life and Health, and Variable Contracts. He is married to his wife, Katie, and has a daughter, Eloise, who was born in 2017. Joe currently volunteers with Food Gatherers, the Washtenaw County Chamber of Commerce, and stays active in his community. When he’s not working, Joe enjoys the outdoors, skiing, golfing, boating, and going up north to spend time at Lake Michigan.
The addition of Joe to the Great Lakes Wealth team represents yet another piece of the firm’s overall wealth management commitment to clients – bolstering advisory expertise, execution capability, and service excellence.
OUR FIRM – GREAT LAKES WEALTH
At Great Lakes Wealth, our mission is to deliver Wall Street Solutions with Main Street Values! We specialize in managing wealth for affluent families, as well as profit and not-for-profit institutions. Our approach is different – we understand that investors have options of whom to work with, so we strive to deliver the following to our clients on a daily basis:
- Better investment returns than at other firms.
- Lower fees than at other firms.
- Better service than at other firms.
- Both short-and-long-term client satisfaction at our firm…guaranteed!
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We proudly welcome Joe to our growing team! Please take a moment to say, “Hi!” during your next call or visit in the office.
If you’re not yet a GLW client and are interested in becoming one, please email deweysteffen@greatlakeswealth.us or call us any time at our office at (248) 378-1200.
We appreciate your continued support & confidence in us. Thank you!
Sincerely,
Your Management Team at Great Lakes Wealth