Great Lakes Wealth

Welcome to Great Lakes Wealth, your trusted partner for comprehensive financial planning and wealth management. Located in Northville, Michigan, our team of experienced professionals is dedicated to providing you with the highest level of service and expertise.

Our Firm

At Great Lakes Wealth, we pride ourselves on combining Wall Street solutions with Main Street values. Our clients are at the center of all we do, and we strive to deliver better investment returns, lower fees, and exceptional service. With a team that brings together decades of experience, we are committed to turning the complicated into the simple and bringing common-sense investing to a not-so-common-sense world.

Our Commitment to You

At Great Lakes Wealth, we are committed to delivering short- and long-term client satisfaction. We firmly believe that our intellectual capital sets us apart from our competition. However, it's our proprietary planning process and the execution of our investment ideas that truly separate us from the rest. Our goal is to provide you with better investment returns, lower fees, and exceptional service.

Our Services

We offer a comprehensive range of services designed to help you achieve your financial goals, including:

• Wealth Management: Our team of experienced investment professionals will work closely with you to develop a customized investment strategy that aligns with your unique goals and risk tolerance. We offer a wide range of investment options, including individual stocks, bonds, ETFs, mutual funds, and alternative investments.
• Financial Planning: Our comprehensive financial planning services are designed to help you make informed decisions about your financial future. We will work closely with you to develop a customized plan that addresses your short-term and long-term financial goals, including retirement planning, education planning, estate planning, and tax planning.
• Risk Management: Our risk management services are designed to help you protect your assets and minimize your exposure to potential risks. We offer a range of risk management solutions, including life insurance, disability insurance, long-term care insurance, and property and casualty insurance.
• Estate Planning: Our estate planning services are designed to help you protect your assets and ensure that they are distributed according to your wishes. We will work closely with you to develop a customized estate plan that addresses your unique needs and goals, including the preparation of wills, trusts, and powers of attorney.
• Tax Management: Our tax management services are designed to help you minimize your tax liability and make informed decisions about your financial future. We offer a range of tax planning strategies, including tax-efficient investing, tax-loss harvesting, and charitable giving.
• Pricing: Our pricing is transparent and competitive, with no hidden fees or commissions. We offer a variety of pricing options to suit your needs, including fee-based, asset-based, and performance-based pricing.

Our Investment Philosophy

At Great Lakes Wealth, we believe that a disciplined, long-term approach to investing is the key to success. We employ a rigorous investment process that is based on thorough research, analysis, and due diligence. Our goal is to provide you with a diversified portfolio that is designed to achieve your financial objectives while minimizing risk.

Our Investment Process

Our investment process is designed to be comprehensive, rigorous, and transparent. We begin by getting to know you and your unique financial goals, risk tolerance, and investment horizons. We then develop a customized investment strategy that is designed to achieve your objectives while minimizing risk. We employ a disciplined investment process that is based on thorough research, analysis, and due diligence. Our investment process includes:

• Risk Assessment: We use a cutting-edge technology called Riskalyze to determine your unique risk tolerance for investing. This helps us to build a portfolio that is tailored to your risk profile.
• Asset Allocation: We use a sophisticated asset allocation model to determine the optimal mix of assets for your portfolio. Our goal is to provide you with a diversified portfolio that is designed to achieve your financial objectives while minimizing risk.
• Investment Selection: We employ a rigorous investment selection process that is based on thorough research, analysis, and due diligence. We evaluate each investment opportunity carefully to ensure that it meets our strict criteria for quality, value, and