As an independent firm, we have access to world-class resources from across the industry, including our affiliation with Summit Financial, one of the industry’s leading independent advisory firms. This network allows us to offer invaluable information, opportunities, and connections to our clients.
Summit Financial*
Summit is one of the industry’s prominent independent advisory firms. Founded nearly four decades ago by a group of advisors, Summit has a proven legacy of success elevating advisor practices and client experiences. Great Lakes Private Wealth’s affiliation with Summit gives them access to SummitVantage™, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, estate, insurance and financial planning experts that are now an extension of the Great Lakes Private Wealth team.
Fidelity Investments®
Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit Fidelity.com.
Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Great Lakes Private Wealth (“Great Lakes”). Fidelity is a service provider to Great Lakes. There is no form of legal partnership, agency affiliation, or similar relationship between them and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1054264.2.0
eMoney
eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve 4 million households throughout the U.S.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
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