Great Lakes Private Wealth has alliances with leaders in the wealth management industry to provide you with an array of resources, tools, and technologies to achieve your financial goals.
Partnered Independence
One of the industry’s prominent independent advisory firms — gives Great Lakes access to SummitVantageTM, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless.
Trusted Custodian
Industry leader with a long and trusted 75-year history of putting clients first and safeguarding investments — gives us access to a wide range of products and services to help meet your wealth management needs. Fidelity has a strong net capital position, stringent internal controls, and excess of SIPC coverage.
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
Advanced Technology
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.
Let’s Talk
Money matters most when it works for what matters most to you—your family, your goals, and your legacy.