Great Lakes Private Wealth is an independent advisory firm, grounded in hands-on portfolio management. We believe wealth is a tool for living a better life. It enables you to create a legacy for you and your family, provides peace of mind, and allows you to focus on what matters most.
Independent
Advice
Your Trusted Partner
As fiduciaries, we are committed to offering objective advice that prioritizes your best interests. We are here to support you and your family through every season of life, ensuring that your financial journey is secure and fulfilling.
Exceptional
Experience
A Customized Approach
We take the time to understand your unique needs and cultivate a holistic view of your financial landscape. Our team will work closely with you to align your portfolio with your specific goals, helping you navigate the complexities of wealth management with confidence.
Experienced
Team
Harnessing 40+ Years of Knowledge
Our dedicated team brings over 40 years of experience in financial services. We’ve utilized our extensive knowledge to build a proprietary investment algorithm that’s designed to deliver consistent, documented results and give you confidence that your portfolio is robust and responsive to changing conditions.
Let’s Talk
Money matters most when it works for what matters most to you—your family, your goals, and your legacy.