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About Us
Helping You Grow

Serving Our Community for 19 Years and Counting
Proud to Be a Locally-Owned Business

I founded Great Lakes Wealth Advisors in 2006. Located on the shores of Lake Michigan in Wisconsin, the firm’s name represents the company’s connection to the community and the Midwestern values that define us. As someone who has lived most of their life within twenty miles of the Great Lakes, I am proud to have my company named for a landmark that represents my home.

Our Vision
Get to Know Alan Fischer

As the owner, founder, and senior wealth manager of Great Lakes Wealth Advisors, I work directly with clients on a daily business. It’s my job, and my passion, to help people understand their investments and guide them up to and through their retirement years. I want to give each client the confidence that their investments are being managed, so they can rest easier and simply enjoy themselves.

Our Team
Dedicated To Our Clients

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Cetera Advanced
Planning Team


 

Our key allies include Cetera's Advanced Planning Group, staffed with esteemed professionals in finance and legal matters who support our clients with advice and recommendations.

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Cetera Investment
Management Team


The Cetera Investment Management team provides unbiased research and counsel, which helps Duck Creek create a strategy that suits your individual requirements.

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Cetera Financial
Plan Design Team


 

Cetera's Plan Design Group has over a century of collective experience in financial planning. Our affiliation with Cetera grants us access to this tremendous resource.

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Contact Us
The Right Partner for a Secure Retirement

If you find yourself looking towards your retirement with trepidation more than anticipation, it’s time for something to change. Great Lakes Wealth Advisors can give you the right level of guidance, support, and service to feel confident in the coming years. Contact us today to schedule a consultation, and let’s talk about what your perfect retirement looks like to you.

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