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Unique Clients Have Unique Needs

At Great Lakes Wealth, we understand the complex nature of having significant wealth and recognize the need for intellectual capital, a collaborative effort, detailed planning, and flawless execution for these special clients. That’s why we created Great Lakes Private Wealth.

Great Lakes Private Wealth is an exclusive program designed to take care of every financial need of qualifying clients. The overarching objective of Great Lakes Private Wealth is to help clients manage and preserve their wealth in a tax-efficient manner (for both current and future generations) and then build a legacy for their loved ones and the charitable causes they support. Much of our success can be attributed to our dynamic suite of services and experienced team of financial professionals, all working together to provide our clients with holistic and trusted advice. There are many ways to reach your financial goals and we are dedicated to helping you find the route that gets you there safely and on schedule. This may include:

  • Financial & Retirement Planning
  • Investment & Asset Management
  • Banking & Insurance Solutions
  • Document Safekeeping
  • Concierge Client Service – 7 Days a Week

If you have a minimum of $2,500,000 in investable assets, you may qualify to become a GLW Private Wealth Client. To learn more and see if you qualify, please call 1.855.578.1200.

Click here to view our detailed Great Lakes Private Wealth brochure: GLW Service Matrix

Have A Question? Interested In Becoming A Client? Let Us Know. 

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