Great Lakes Private Wealth Company Profile, Contacts & Intelligence
Great Lakes Private Wealth Overview
Great Lakes Private Wealth is an independent advisory firm that partners with successful individuals, families, and business owners to protect wealth, optimize financial health, and create a legacy for you and your family. This will provide you the peace of mind and allow you to focus on what matters most. We take a highly personal, planning-based approach by listening to your situation, cultivating a comprehensive view of your financial life, and aligning your portfolio in a way that we believe will help you pursue and achieve your goals. Importantly, as an independent firm, we are fiduciaries with a strict duty and legal responsibility to protect your best interests. Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”), a SEC Registered Investment Advisor doing business as Great Lakes Private Wealth. (Address: 27555 Executive Drive, Suite 190, Farmington Hills, MI 48331-3550; Telephone: 248-479-4811). The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of
- Headquarters
- 27555 Executive Drive
- Industry
- Investment Management
- Founded
- 2023
- NAICS
- Other Financial Investment Activities, Portfolio Management
Great Lakes Private Wealth Contact Intelligence
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Great Lakes Private Wealth People & Org Chart Preview
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Great Lakes Private Wealth Workforce Composition
Seniority breakdown across 3 visible profiles.
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