WEALTH MANAGEMENT SERVICES
At Great Lakes Asset Management, we provide a range of wealth management services to fit your goals and needs. Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations. As you have questions about the services below, we encourage you to contact us so we can help you with your financial needs.
To view our wealth management services please scroll down or click on the service below:
Outside Professionals
We often work with our clients’ existing advisors to assure total integration and provide seamless management of their financial picture. We also maintain relationships with a wide variety of Certified Public Accountants, Attorneys and Pension Plan Administrators (TPAs) that can be utilized as needed.
Investment & Retirement Planning
Your investment and/or retirement plan contains a multitude of aspects that should work together to create your overall strategy. At Great Lakes Asset Management, we focus in four main areas of the investment and retirement planning process.
Financial Goals
Portfolio Management
Tax Planning Strategies1
Retirement Planning
Mergers & Acquisitions
Life can be unpredictable and are you ready should the unthinkable happen? At Great lakes Asset Management, we offer a variety of tailored insurance and risk management options to ensure you’re covered if an unfortunate event occurs.
Life Insurance
At Great Lakes Asset Management, we know how valuable family is in our lives and we also know that proper family planning is essential to maintaining quality of life throughout. Knowing what expenses might lie ahead in the future and planning for them today will save you headache and stress later in life. Let us help you plan for a successful family future.
Education Planning
Child Living Expenses
Parents
You’ve worked and sacrificed your whole life to build your success and legacy. At Great Lakes Asset Management, we’re committed to ensuring that you leave a legacy that lives on beyond your time to take care of your heirs or give back to those in need. We have tools and strategies to help you plan exactly how you’d like to see your legacy continue, and we look forward to helping you make an impact for generations to come.
Strategies
Trusts
Heirs
Charitable Giving
Through our Wells Fargo affiliates, you have access to lending products, including:
Securities Based Financing
Residential Mortgages
Home Equity Financing
Business Financing
Credit Cards
To view our wealth management services please scroll down or click on the service below:
- Investment / Retirement Planning
- Business Advisory
- Insurance and Annuity
- Family Matters
- Estate Planning Strategies
Outside Professionals
We often work with our clients’ existing advisors to assure total integration and provide seamless management of their financial picture. We also maintain relationships with a wide variety of Certified Public Accountants, Attorneys and Pension Plan Administrators (TPAs) that can be utilized as needed.
Investment & Retirement Planning
Your investment and/or retirement plan contains a multitude of aspects that should work together to create your overall strategy. At Great Lakes Asset Management, we focus in four main areas of the investment and retirement planning process.
Financial Goals
- Statement of Goals – Working together to create a shared mission.
- Investment Plan – What type of risk and investments are you open to and make the most sense at your stage of life?
Portfolio Management
- Investment Policy
- Manager Selection
Tax Planning Strategies1
- Taxable – Tax Efficient Investment Strategies
- Tax Reduction Strategies
- Social Security Benefits
Retirement Planning
- 401K – 403b – 457
- IRA – Roth IRA
- Business Advisory
Mergers & Acquisitions
- Recapitalizations
- Employee Stock Ownership Plans
- Capital Solutions
- Profit Sharing
- 401k
- Simple IRA
- Defined-benefit Plans
- Deposits & Banking Services
- Lockbox and Receivables Control
- Credit Card Merchant Services
Life can be unpredictable and are you ready should the unthinkable happen? At Great lakes Asset Management, we offer a variety of tailored insurance and risk management options to ensure you’re covered if an unfortunate event occurs.
Life Insurance
- Whole & Term
- Universal & Variable
- Fixed & Variable Annuities
- Disability Insurance
- Long Term Care
At Great Lakes Asset Management, we know how valuable family is in our lives and we also know that proper family planning is essential to maintaining quality of life throughout. Knowing what expenses might lie ahead in the future and planning for them today will save you headache and stress later in life. Let us help you plan for a successful family future.
Education Planning
- 529 Plans
- UTMA / UGMA
- Education IRA
Child Living Expenses
- Special Needs
Parents
- Healthcare
- Assisted Living Expenses
You’ve worked and sacrificed your whole life to build your success and legacy. At Great Lakes Asset Management, we’re committed to ensuring that you leave a legacy that lives on beyond your time to take care of your heirs or give back to those in need. We have tools and strategies to help you plan exactly how you’d like to see your legacy continue, and we look forward to helping you make an impact for generations to come.
Strategies
- Estate Taxes
- Estate Valuation
Trusts
- Living Trusts
- Credit Shelter
- Corporate Trustee
Heirs
- Beneficiary Planning
- Annual Giving
- Transfer on Death
- Estate Transfer
Charitable Giving
- Charitable Remainder Trusts
- Bequests
Through our Wells Fargo affiliates, you have access to lending products, including:
Securities Based Financing
Residential Mortgages
Home Equity Financing
Business Financing
Credit Cards
- Wells Fargo Advisors Financial Network and Great Lakes Asset Management are not legal or tax advisors. You should consult with your attorney, accountant and/or estate planner before taking any action
- Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo Advisors and are underwritten by unaffiliated insurance companies
- Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
- Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo & Company is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
