Wealth Advisors of the Great Lakes

Wealth Advisors of the Great Lakes Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. (RAA) member FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Securities and investment advisory services offered through Royal Alliance Associates, Inc. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

We want to give a special shout out to our good boy, Duke, for being Employee of the Month at WAGL! Duke always has a gr...
03/02/2026

We want to give a special shout out to our good boy, Duke, for being Employee of the Month at WAGL! Duke always has a great attitude and comes to work wagging his tail! He is an inspiration to us all! Congrats Duke! 🐾💙

10 YEARS of Wealth Advisors of the Great Lakes 🥂✨Over the weekend, we celebrated the road that lead us here today and we...
02/23/2026

10 YEARS of Wealth Advisors of the Great Lakes 🥂✨
Over the weekend, we celebrated the road that lead us here today and we could not be where we are without our trusting team and our wonderfully loyal clients. We are looking forward to another decade more!

In observance of Presidents’ Day, Wealth Advisors of the Great Lakes and all markers will be closed on Monday, February ...
02/13/2026

In observance of Presidents’ Day, Wealth Advisors of the Great Lakes and all markers will be closed on Monday, February 16th. We will reopen on Tuesday. For urgent assistance, please contact your advisor by phone or email.

Our office will be closed in recognition of Martin Luther King Jr. Day on Monday, January 19th. We will reopen on Tuesda...
01/16/2026

Our office will be closed in recognition of Martin Luther King Jr. Day on Monday, January 19th. We will reopen on Tuesday, January 20th. Please reach out to your advisor by phone or email for any needs or concerns.

‘Tis the season! 🎄 Our advisors have been hard at work this year and are looking forward to much needed family time duri...
12/15/2025

‘Tis the season! 🎄 Our advisors have been hard at work this year and are looking forward to much needed family time during the holidays. If you have any specific needs, please reach out to your advisor by email and they will get back to you as soon as they can. Our office will reopen January 5th. 🎅🏼🧑🏼‍🎄

Your friends at WAGL hope you have a wonderful and safe holiday, we’ll see you next year! ❄️

Take a look at our new billboard on 96W!
10/14/2025

Take a look at our new billboard on 96W!

Thank you all our clients, friends, and family who joined us for a successful Client Appreciation Event this past Friday...
10/06/2025

Thank you all our clients, friends, and family who joined us for a successful Client Appreciation Event this past Friday. We were blessed with warm, sunny weather and great company! Special thanks to our sponsors and vendors who made this event happen. Cheers to another successful year at Wealth Advisors of the Great Lakes, we couldn’t do it without you! 🏈💛🎃

Today’s the Day! Our Client Appreciation Event starts at 4 and goes until 7. Come enjoy some food truck food, drinks, mu...
10/03/2025

Today’s the Day! Our Client Appreciation Event starts at 4 and goes until 7. Come enjoy some food truck food, drinks, music, and family fun! We hope to see you there 😎

10/03/2025

HEADLINE: Understanding Life Insurance Benefits
Did you know that life insurance can offer both living and death benefits? It's crucial to understand the difference as this knowledge can significantly impact your financial planning. Living benefits allow you to access cash value or take loans against your policy, which can be a financial lifesaver in emergencies. Meanwhile, death benefits provide financial security to your loved ones after you are gone. As highlighted by the NAIC, knowing exactly how these benefits work can lead to informed decisions that safeguard your family's future. Have you reviewed your life insurance policy recently?


SOURCES:
Primary Source: NAIC: Life Insurance Consumer Info
News Source: https://news.google.com/rss/articles/CBMiggFBVV95cUxNYkVtSTNmWVBoRXlJekR0WHR6dEtzc3lOMXlHN1NTNDQ2bWZHVExhMHFnSHVadFpOZi1YV3FSVjdlYkRHcmlzUGdsRk0wcjdiVW9Qa3MxNkxzRkxxNUlmMWhNWnpmSW50SEJZdWhKUWtUaGtMZU5KUkR6clN1VXpvZnFR?oc=5
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HEADLINE: Taxation on Disability Insurance Benefits
Understanding the tax implications of your disability insurance is essential for effective financial planning. If you pay your premiums with after-tax dollars, your benefits will be tax-free when you need them the most. However, if your employer pays the premium, those benefits may be subject to taxation. According to the IRS, knowing the distinction can help you make better choices regarding your coverage. As we navigate through economic uncertainties, are you confident that your disability insurance is structured in your favor?


SOURCES:
Primary Source: IRS: Disability Pensions & Annuities FAQ
News Source: https://news.google.com/rss/articles/CBMilAFBVV95cUxQQUg4WDFxVkdBekZXMWNPb3RqdWJnNG5VSW9hV0pkaXpJN0JvTmV0LUU0R0dhN3Z4NzEyYzZqWGJnbWNLU2E0cTlnYkVSb3M0cWxxSU55ZmZUdWFxN2R0aC01OXBFUWxQeHJoV0FnTUx3Mmc0XzV1MFhJdnJidl9Qakd5T2pnbXFGa29KMDNVQllmQlRW?oc=5

09/29/2025

HEADLINE: Grow Your Wealth with Compound Interest!
Investing early can transform your financial future! Imagine your money growing exponentially with the power of compound interest. According to the Investor.gov Compound Interest Calculator, starting to invest just a few years earlier can lead to significant gains over time. The ‘cost of waiting’ is real; delaying investment can mean losing out on substantial growth. So, why not take that first step today? Your future self will thank you for it! Are you ready to start investing?

HEADLINE: Budgeting for a Brighter Financial Future
Budgeting is more than just tracking your expenses; it’s a pathway to financial freedom! The CFPB provides practical budgeting worksheets that can help you manage your finances better. By effectively budgeting, you can free up savings for retirement and achieve your financial goals faster. Have you evaluated your budget recently? Let’s empower ourselves to make informed financial decisions!

09/25/2025

HEADLINE: Choose Independence for Your Financial Future
When it comes to managing your investments, working with an independent advisor can make all the difference. These professionals are bound by fiduciary duty, meaning they are legally obligated to act in your best interest. Unlike some advisors, they aren't tied to specific products or firms, allowing them to provide tailored advice that meets your unique needs. To ensure you're working with a qualified individual, check their credentials through resources like the SEC's Investor.gov. With the current market volatility, having a trusted advisor who prioritizes your financial health is more critical than ever. Are you ready to take control of your financial future?

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2163 University Park Drive Suite 110
Okemos, MI
48375

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