OVER 130 YEARS COMBINED EXPERIENCE IN INVESTMENT PLANNING
In today’s complex financial markets, you may be facing critical decisions and opportunities. It is essential to select the right financial advisor to guide you along the way. Our team of dedicated professionals seeks to build, manage, and transition our client’s wealth by combining our extensive investment experience with Wells Fargo & Company strong institutional and retail presence on Wall Street. For over 30 years, Great Lakes Asset Management Group has drawn on the tremendous depth and knowledge of Wells Fargo & Company research analysts and market experts to help each client achieve their financial goals.
From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Wealth Management
At Great Lakes Asset Management we provide a range of wealth management services to fit your goals and needs. From investments to business advice to lending and more…
Wealth Management
Retirement Planning
Your retirement plan needs to contain a multitude of aspects that work together to create your overall strategy and secures your future.
Retirement Planning
Founding Principle is to put your interests above all
The Great Lakes Asset Management founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.
What are your goals? Where do you see yourself in 5, 10, 25, 50 years? Are you looking to be more aggressive or simply maintain your wealth? Just a sampling of questions that lets us serve your interests above all else.
What are your goals? Where do you see yourself in 5, 10, 25, 50 years? Are you looking to be more aggressive or simply maintain your wealth? Just a sampling of questions that lets us serve your interests above all else.
