Wealth Management

 

Investment advisory services are offered through Great Lakes Wealth Management, a Registered Investment Advisor in the state of Wisconsin.  Insurance services are offered through 1st Opulence Financial. GLWM and 1st Opulence are affiliated companies.

We work with investors of all levels, from the beginner to high net worth clients, to ensure they are planning towards a safe and secure retirement.  We will review your complete financial picture to determine the best plan to fit your needs.  Through our holistic approach we will cover many of the following questions and then some:

  1. How long are you willing to keep your investments?
  2. What cash needs will you have in the future?
  3. What income do you need now from your investments, if any?
  4. Do you have a will or trust?