Great Lakes Wealth

At Great Lakes Wealth, we have developed a client experience model which strives to be unparalleled in our industry. Our service protocol enables us to schedule regular phone calls with each client and commits to a 24-hour response to any needs or issues that arise. We provide online account access and a mobile app - but we still prefer to use the telephone - where you can always expect an industry professional to personally assist you.

We work with individuals & families, small to medium-sized businesses, and both for-profit and not-for-profit institutions. Our overarching objective is to help clients manage and preserve their wealth, ultimately enjoy retirement and financial independence, then build a legacy for their loved ones and the charitable causes they support.

There's much more to your life than simple transactions and returns. Similarly, there's more to financial planning than just a portfolio and a retirement strategy. You have many things to plan for now, soon and well into the future, so we look at financial planning through a wide lens, and we develop strategies designed to keep you comfortable in the present while helping you reach your near and long-term goals.

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains.

One of the greatest rewards of wealth is being able to share it with others. Having an estate plan to control the distribution of your assets benefits you, your family and the causes you care about and can help you mitigate potential pitfalls in the future. You've taken care of your own needs and wants, but it takes prudence and planning to make sure your loved ones and favorite charities last for generations.