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.
Our Mission
We are committed to protecting your wealth, optimizing your financial health and creating a legacy for you and your family. This will provide you the peace of mind and allow you to focus on what matters most.
- 40+ years of industry experience — proven, personalized client relationships that deliver proactive guidance and long-term peace of mind
- Fiduciaries fully aligned to protect your best interests — clear, transparent advice and accountability at every step
- Personalized support and comprehensive financial planning — tailored strategies, regular reviews, and concierge-level responsiveness for every life stage
- Advanced wealth management technology and tools — access to financial products and tools to help you meet your goals
One partnership. One strategy. One outcome: your family's long-term success.
Our Differentiator
Relationship-Driven Service
Every client has a dedicated point of contact who truly knows your story, anticipates your needs, and stays connected through every season of life. We listen deeply, follow up thoughtfully, and support multiple generations of your family.
Collaborative Team Structure
Our collective approach operates like a small family office. We are coordinated, accountable, and deeply connected. Clear roles eliminate single points of failure, so you benefit from continuity and proactive service that evolves with you.
Proprietary Investment Management
Our hands-on approach to investing is backed by a proprietary investment algorithm built on 40+ years of real-world market experience. This data-driven process is designed to deliver consistent, documented results and give you confidence that your portfolio is managed with care and purpose.
Experienced Team
Featured in the News
Let’s Talk
Money matters most when it works for what matters most to you—your family, your goals, and your legacy.