Great Lakes Benefits and Wealth Management

The firm combines employee benefits administration with private wealth management, creating a bundled relationship that spans both qualified retirement plans and personal taxable portfolios. For business owners, this means the same advisory team handles company 401(k) design, fiduciary oversight, and participant education alongside private investment management, tax planning coordination, and estate strategy. The dual service model makes the firm particularly relevant during business exits, when a client's retirement plan assets and newly liquid wealth both require restructuring in coordination.