Our Company

We know that choosing a financial planner is an important decision. At Great Lakes Investment Management, your goals are our top priority. While applying the personalized attention only a boutique firm can provide, we have access to the best investment products from the world’s leading institutions. Our mission is to forge a strategic partnership built on your best interests and driven to accomplish your most ambitious goals. As fiduciary fee-only financial planners, we are compensated only by the fees we charge, not the products we sell. This drives our team to act solely in your best interests, rather than those of the firm.

Our Commitment

Relationships have always been at the heart of our practice. Though the financial world is in a constant state of evolution, one element remains crucial to success: the ability for advisors to truly understand and fulfill the needs of their clients. After diligently considering your long and short-term objectives, risk tolerance and protection needs, we then build tailor-made strategies with specific financial planning steps to help fulfill your goals. We also believe communication is key to success, and we understand that the most pressing financial and personal matters rarely fall within business hours. Whether you meet with us in person or prefer to conduct everything through our online platform, we’re happy to meet your needs.


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Choosing a financial planner is an important decision.

Get personalized attention from a boutique firm.

Our Services

Financial Planning

While guiding and strengthening your financial decisions, we can help clients better understand the complexities of the financial world. Our comprehensive plans are designed to help you build confidence in your financial future.

Wealth Management

We lead with solutions, not products. This is the core of our wealth management philosophy. As your financial steward, our goal is simple: to help you grow and protect your assets. Across a broad spectrum of services, we will strive to help promote your financial independence.

Life Transitions

Since our inception, we have helped clients effortlessly transition through major life events such as college, marriage, divorce and loss of a spouse. By looking at the whole picture of your life, we can develop a tailor-made strategy to secure your financial future.


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