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 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 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.
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.