Exciting News! Great Lakes Private Wealth is expanding south to Sarasota Florida.
Great Lakes Private Wealth is an independent advisory firm committed to protecting your wealth, optimizing your financial health, and creating a legacy for you and your family to provide you peace of mind and allow you to focus on what matters.
Fiduciaries who are fully aligned to deliver objective advice, protect your best interests, and take care of you and your family for today and tomorrow.
Partners who listen to your situation, cultivate a comprehensive view of your financial life, and align your portfolio to achieve your goals.
Dedicated team that leverages decades of experience and knowledge navigating and managing money for clients across different market cycles.