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.
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.
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.
Protecting You & Your Family for Today & Tomorrow