Wall Street Solutions with Main Street Values!
Great Lakes Wealth is Expanding!
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. Matthew Stojkov!
Matthew Stojkov serves as our Financial Planning Specialist & Riskalyze Specialist. Matthew is a Certified Financial Planner® and also holds series 66, 7, life and health license and has Enrolled Agent status with the IRS. He works with our clients to create and develop sound financial plans based on their individual situation and specific goals. Matthew also works with GLW’s clients to help identify their appropriate risk and investment profile. Matthew graduated from Northwood University with a Bachelor of Business Administration in Finance and previously taught Income Tax Planning courses at Oakland University. Matthew was born in Michigan and raised in Northville. He currently lives in West Bloomfield with his wife and dog, and in his spare time enjoys home renovation and spending time with friends.
The addition of Matt 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.
To always remain up-to-date on Great Lakes Wealth news, highlights, advice, and updates, please follow us on social media! Be sure to “like” and “follow” so you don’t miss out on any information.
We proudly welcome Matt 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 call our office at (248) 378-1200 to learn more.
We appreciate your continued support & confidence in us. Thank you!