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Great Lakes Wealth Forge Powerful Partnership with DCFC Youth West!🔥
Mar 11, 2024

We're thrilled to announce a dynamic partnership between Great Lakes Wealth and DCFC Youth West! Our award winning GLW team is excited to join forces with DCFC Youth West to empower the next generation of athletes and foster community growth. 🤝✨


Full Press Release 


Protect Yourself from Scams: Insights with Dewey Steffen & Hank Winchester | Channel 4 Interview"🛡️
Mar 8, 2024

Don't miss the latest interview with our CEO & Chief Investment Officer, Dewey Steffen, and Hank Winchester from Channel 4. In this captivating discussion, Dewey reveals essential insights on defending yourself against the latest top scams. From phishing schemes to investment fraud, arm yourself with the knowledge you need to protect your hard-earned money. Tune in now to stay ahead of the scammers! 💼💰


Expert Tips: Managing Credit Card Fees with Dewey Steffen and Hank Winchester on Channel 4! 💳
Mar 6, 2024

Dive into the latest interview with our CEO & Chief Investment Officer, Dewey Steffen, alongside Hank Winchester from Channel 4. Join us for an enlightening discussion where Dewey shares tips on navigating credit card fees like a pro. 💰



Think Advisor Featuring Dewey D. Steffen ðŸŒ
Oct 30, 2023

Our CEO and Chief Investment Officer, Dewey D. Steffen took the spotlight in a recent feature and interview on Think Advisor! 




Local 4: Tom Griffore on Student Loan Forgiveness
Jun 30, 2023

The supreme court ruling rejected Biden's attempt to keep his word on student loan forgiveness. With loan payments set to resume in October, Tom Griffore is here to help you make a plan on how to manage that debt.



Help Me Hank: Dewey talks cash app scams
Jun 30, 2023

Dewey joins Hank Winchester of Help Me Hank to discuss navigating cash app scams in today's digital world. Venmo, Cash App, Zelle, Apple Pay, and more all create ease of payment, but use Dewey's tips to stay safe using them.




4th of July Prices Soaring: What Dewey Do?
Jun 26, 2023

Dewey D. Steffen joins WDIV investigator, Hank Winchester, to address the rising prices at the supermarket this July 4th.

 

Debt ceiling deadline looms- what you need to know
May 25, 2023

CEO of Great Lakes Wealth, Dewey D. Steffen joins @ClickOnDetroitLocal4WDIV live to discuss the US debt ceiling and the consequences that may be at play if Congress does not reach a decision. Stay informed with Dewey Steffen’s expert insights on the safety of our money in banks, the impact of failed banks on the overall economy, and ways to protect and grow your money.



Taylor Swift’s "Swiftenomic" Impact on Detroit
May 23, 2023

52 shows, 20 cities, and 1 huge financial impact. CEO of GLW, Dewey Steffen joins Hank Winchester of @ClickOnDetroitLocal4WDIV to discuss what they're calling "Swiftenomics" the financial boom that Taylor Swift's Eras Tour is expected to bring to Metro Detroit this summer.



US Debt Ceiling: What You Need to Know
May 21, 2023

CEO and Chief Investment Officer, Dewey D. Steffen, on WDIV to discuss the current state of the US Debt Ceiling, and what could happen in the event of a default.





Rising Car Prices & Interest Rates: What You Need to Know to Save Money on Your Next Car Purchase
April 27th, 2023

Car prices are higher than they’ve been in years. CEO and Chief Investment Officer, Dewey Steffen joins Hank Winchester of Local 4 News to discuss how YOU can get the best deal on your next car.


Tax Day: Last-Minute Tips for Michiganders
April 13th, 2023

Are you struggling to navigate your finances during these uncertain times? Great Lakes Wealth CEO, Dewey D. Steffen joins Hank Winchester to discuss what you can do if you can't file your taxes on time in Michigan.


Navigating financial uncertainty: How to create a successful budget

April 13th, 2023

Are you struggling to navigate your finances during these uncertain times? Great Lakes Wealth CEO and CIO, Dewey D. Steffen, shares expert insights on how to budget effectively and maximize workplace financial advice programs.


Tom Griffore talks Tax Deadline Tips & Investment Strategies for 2023
April 1st, 2023

Great Lakes Wealth's Senior Wealth Advisor, Tom Griffore, joins Tyler on the Oakland County Megacast to discuss tax deadline tips & strategies, plus how you can invest for success in 2023.

GLW Announces Custodian Partnership with Charles Schwab

March 21st, 2023

Great Lakes Wealth is thrilled to anounce a partnership with Charles Schwab as an additional custodian to Raymond James for client assets. This strategic move will enhance Great Lakes Wealth's ability to deliver comprehensive wealth management services.

Is your money safe? Dewey D. Steffen on the U.S. banking system

March 19th, 2023

March 2nd, 2023

February 13th, 2023

CEO and Chief Investment Officer of Great Lakes Wealth, Dewey D. Steffen, joins Consumer Investigative Reporter, Hank Winchester to breakdown the items that cost less now + where you can get unbeatable prices.  


Dewey D. Steffen joins Michigan's Big Show as Financial Correspondent for 2023

February 1st, 2023

CEO and Chief Investment Officer of Great Lakes Wealth, Dewey D. Steffen, has joined syndicated radio’s Michigan’s Big Show starring Michael Patrick Shiels, as the Financial Correspondent for 2023 to report the daily Dow and the latest stock market news, while providing Wall Street commentary. 

Full Press Release 

How local consumers are being targeted in a new high-tech check washing scam

October 10, 2022

Dewey Steffen on The Megacast to discuss how kids and families can best strategize for college savings, as well as the importance of financial planning in ensuring a fruitful retirement and a comfortable lifestyle today and in the future!

GLW Wins Best Financial Advisor For The SIXTH Year In A Row

August 10, 2022

WDIV “Best Financial Advisor in Metro-Detroit” Winner in 2017, 2018, 2019, 2020, 2021 and 2022: Great Lakes Wealth is honored to have been named “Winner” of Click-On Detroit’s Vote 4 The Best contest in 2017, 2018, 2019, 2020, 2021, and 2022. This award has only one “first place winner” in each sub-category each year and is decided by the number of cumulative votes received from the users of the Click-On Detroit Vote 4 The Best website and is based on open entry into a specified category and sub-category. Users may nominate one (1) business in each sub-category during each day of the open nomination period. Voting is allowed once per hour during a pre-disclosed number of days, is open to the public to vote, and no fee is charged to be nominated or to be selected as the “winner.” For additional information, visit https://link.edgepilot.com/s/9cec5e52/C6f3PwdWrU_u48fWnNEcBA?u=http://www.clickondetroit.com/vote-4-the-best/.

GLW was awarded Best Financial Advisor in WDIV's "Best Of Detroit" Contest, for the SIXTH year in a row! Thank you to everyone who voted! We couldn't have done it without you.


July 27, 2022

CEO and Chief Investment Officer of Great Lakes Wealth, Dewey D. Steffen, joins Roop Raj of Fox 2 Detroit to discuss what viewers should do if they were to win the jackpot!

Watch the full interview

July 26, 2022

CEO and Chief Investment Officer of Great Lakes Wealth, Dewey D. Steffen, joins Faraz Javed of WXYZ to discuss the recent court ruling of increasing minimum wage.

Watch the full interview

CEO & CIO of GLW, Dewey D. Steffen, discusses Investing Apps on WXYZ

June 27, 2022

CEO and CIO of Great Lakes Wealth, Dewey D. Steffen, joins Faraz Javed of WXYZ to discuss investing apps and how to know when to turn to professionals for your investing needs.

Watch the full interview


CEO& Chief Investment Officer of Great Lakes Wealth, Dewey D. Steffen, on Fox 2 Detroit

June 16, 2022

Do you need investment help? With the current market, many investors are filled with questions and fear. Don’t Panic! CEO & Chief Investment Officer of Great Lakes Wealth, Dewey D. Steffen, joins Roop Raj at Fox 2 Detroit to discuss what they should consider doing now. The key is patience!

 Watch the full interview
GLW CEO & Chief Investment Officer, Dewey D. Steffen, Talks Important Financial Tips for College Graduates LIVE on WXYZ

May 22, 2022

Join Dewey D. Steffen, CEO and Chief Investment Officer of Great Lakes Wealth as he discusses important Financial Tips For College Graduates LIVE on WXYZ.

Watch the full interview


GLW CEO & Chief Investment Officer, Dewey D. Steffen, Discusses Financial Planning, Wealth Management, and Investing on Larry & Maddie LIVE

April 12, 2022

Join CEO/Chief Investment Officer of Great Lakes Wealth, Dewey D. Steffen, on Larry & Maddie LIVE to discuss all things Investing, Cryptocurrency/Digital Assets, and Wealth Management Resources.

Watch the full interview
GLW CEO, Dewey D. Steffen, Discusses Financial Planning, Investing & More on Civic Center TV Megacast

Wednesday, January 12, 2022 

Great Lakes Wealth, CEO/Chief Investment Officer, Dewey D. Steffen, spoke with Tyler Kieft on Civic Center TV’s Megacast about the importance of financial planning and working with a professional. Plus, what should viewers keep in mind when investing in 2022?

Watch the full interview. 


GLW Wealth Advisor, Bruce Palen, Talks What to do if You Win the Lottery on Fox 2

Wednesday, January 5, 2022 

Great Lakes Wealth Senior Wealth Advisor, Bruce Palen, speaks with Brandon Hudson of Fox 2 on what viewers should do with the money if they are lucky enough to win the lottery. 

Watch the full interview. 

Great Lakes Wealth CEO, Dewey D. Steffen, Talks Holiday Shopping Factors with Roop Raj of Fox 2

Tuesday, December 7, 2021

With a new year comes new financial resolutions. Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, spoke with Ali Hoxie of TV20 Detroit-WMYD on how viewers should set their financial goals and then continue to stick with them. 

Watch the full interview.

Financial Resolutions with Dewey D. Steffen on TV20 Detroit-WMYD

Wednesday, January 5, 2022 

With a new year comes new financial resolutions. Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, spoke with Ali Hoxie of TV20 Detroit-WMYD on how viewers should set their financial goals and then continue to stick with them. 

Watch the full interview. 



Dewey D. Steffen Talks Inflation with Faraz Javed of Channel 7

Monday, November 29, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, talked with WXYZ's Faraz Javed about current inflation worries. What does this mean and how should you react?

Watch the full interview.


Dewey D. Steffen Shares Fourth Quarter Financial Planning Advice

Wednesday, November 10, 2021

As the year comes to an end, what should you review? Dewey D. Steffen, CEO/Chief Investment Officer, shared some financial guidelines for wrapping up 2021 and setting yourself up for success in 2022. 

Read the article on page 23A.



Dewey D. Steffen Talks Financial Planning & Investing for 2022 on Civic Center TV Megacast

Tuesday, November 3, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, spoke on the Civic Center TV Megacast about financial planning, investing for 2022, and some of the firm's resources. 

Watch the interview.




Dewey D. Steffen Shares His Insight on Cryptocurrency Investing with Authority Magazine

Sunday, October 31 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, was interviewed by Authority Magazine. He shared his insights on investing in Cryptocurrencies and other digital assets, plus provided some background on himself and the firm. 

Read the article. 




Dewey D. Steffen Provides Market Outlook on Fox 2 with Roop Raj

Monday, October 11, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, spoke with Roop Raj of Fox 2 about some of the factors impacting the markets and how investors should react. 

Watch the interview. 





Invested in the Community - Business Article on Great Lakes Wealth

Wednesday, September 8, 2021

Great Lakes Wealth was featured in a full page article in the Farmington Press and the new Novi Note. The article highlights GLW as a firm, our summer 2021 fundraising efforts, the "What Dewey Do?" podcast, and more. 

Read the article in the Farmington Press on Page 11A.

Read the article in the Novi Note on Page 15A. 








Dewey D. Steffen Discusses Bitcoin with Roop Raj of Fox 2

Tuesday, September 7, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, spoke with Roop Raj of Fox 2 on the latest Bitcoin buzz - is it a fad or is the future? 

Watch the interview. 




Great Lakes Wealth Celebrates Five Years with Ribbon Cutting

Wednesday, July 28, 2021

Farmington Press highlighted Great Lakes Wealth's five year anniversary and ribbon cutting event. 

Read the article. 


Great Lakes Wealth's CEO, Dewey D. Steffen, Provides Insight on New Child Tax Credit

Thursday, July 23, 2021

The federal government is now providing financial relief via new child tax credit payments. Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, provided professional financial insight on the topic for C&G Newspapers. 

Read the article. 






Dewey D. Steffen Shares How to Invest for Success This Summer

Wednesday, July 22, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, talked with Roop Raj of Fox 2 about how to invest for success this summer and beyond with the current Delta variant making investors uneasy. 

Watch the interview. 






Dewey D. Steffen Talks Alternative Investments on Civic Center TV Megacast

Tuesday, July 21, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, talked the basics of investing in cannabis and other alternative investments like Cryptocurrencies with Ronnie Dahl on Civic Center TV's Megacast. 

Watch the interview. 






Dewey D. Steffen Discusses Downsizing with C&G Newspapers

Wednesday, July 14, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, discussed some financial considerations to keep in mind if you plan on downsizing your home. The article appeared various C&G Newspapers, including The Farmington Press. 

Read the full article. 










Dewey D. Steffen Talks Inflation & Investments with Roop Raj on Fox 2 Detroit

Monday, June 21, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, discusses current inflation effects and what investors should consider moving forward on Fox 2 Detroit with Roop Raj. 

Watch the full interview here. 





Dewey D. Steffen Shares New Investment Opportunities Now That Many Return to Work

Wednesday, June 16, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, spoke with Brooke Allen on WWJ Newsradio 950 of the new opportunities investors should consider now that many return to work. 

Listen to a clip. 








Oakland Press Shares GLW's Community Fundraiser

Friday, May 28, 2021

Great Lakes Wealth's is hosting a radical community fundraiser and event. The Oakland Press shared the details in the "Fundraiser" section. 

Read the full article.  




Dewey D. Steffen Shares Advice For College Graduates on WWJ

Friday, May 14, 2021

CEO/Chief Investment Officer of Great Lakes Wealth, Dewey D. Steffen, was interviewed on WWJ Newsradio 950 with Brooke Allen. He shared some tips for recent college graduates who want to know what to do next to support themselves financially. 

Listen to a clip. 










Dewey D. Steffen Shares Tax Strategies on Fox 2 Detroit

Thursday, April 29, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, joined Roop Raj on Fox 2 Detroit to share some strategies for taking advantage of the 30-day tax deadline extension - now May 17.

Watch the full interview. 

Dewey Steffen Interviewed at MDG Virtual Golf Show

Thursday, March 11, 2021

Metro Detroit Golfers held their first Virtual Golf Show live on Thursday, March 11, 2021 at Red Run Country Club in Royal Oak. Co-founders of MDG, Mike Sullivan and Kyle Bogenschutz, interviewed Dewey D. Steffen, CEO of Great Lakes Wealth, LIVE at the event.

Watch the full interview. 

Dewey D. Steffen Interviewed on Leadership Lowdown by Vic Verchereau

January 26, 2021

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, was interviewed on the show, Leadership Lowdown, by host, Vic Verchereau. The two discussed Dewey's journey to leading one of the fastest growing wealth management firms in Michigan, and some of the challenges and successes GLW has experienced since opening their doors 4.5 years ago. This segment is available on the Michigan Business Network. 

Listen to interview here. 

"What Dewey Do?" Named 'Must Listen' Financial Podcast

January 2, 2021 

Great Lakes Wealth's podcast series, "What Dewey Do?," was named a 'must listen' financial podcast for 2021, according to an article on Yahoo Finance! 

Read full article. 

Dewey D. Steffen Shares How to Prepare for Financial Success in 2021 & Beyond

November 13, 2020

Great Lakes Wealth's CEO/Chief Investment Officer, Dewey D. Steffen, appeared on WDIV "Live In The D" for their Finance Friday segment with Tati Amare on Friday, November 13, 2020. He discussed what steps investors should take to prepare for financial success in the coming year. He also talked about GLW/s latest investment offer - Our Fee to Your Charity.

Watch full interview here. 

GLW Executives Highlighted in Farmington Press

November 11, 2020

Great Lakes Wealth executives, Dewey D. Steffen and Carmela Eastin, were featured in the Farmington Press for being long-time Farmington residents and recently celebrating GLW's fourth anniversary. 

Read digital version here. 




Dewey D. Steffen Makes a Big Announcement on Finance Friday!

October 16, 2020

Great Lakes Wealth CEO, Dewey D. Steffen, appeared on WDIV's "Live In the D" for their Finance Friday segment on October 16, 2020! Dewey gave valuable and timely financial advice to those who want to prosper post-election, and makes a big announcement about a new investment campaign GLW is offering through the end of 2020. 

Watch full interview here. 

Press Release: Our Fee, Your Charity

October 15, 2020

Great Lakes Wealth announces a new investment promotion for any new or current clients who deposit money before the end of the year. GLW will donate up to half their 2021 management fee to the client's choice of charity!

Read original release here

Dewey D. Steffen on WDIV's "Live In The D" Finance Friday!

September 11, 2020

Dewey Steffen, CEO/CIO of Great Lakes Wealth, appeared on WDIV's "Live In the D" on Friday, September 11 for their Finance Friday segment! Dewey and Jason Carr discussed tips for successful investing, building wealth, and if Jason should trick out his car. 

Watch full interview here.

Dewey D. Steffen featured in WealthManagement.com's 2020 Midyear Outlook

August 25, 2020

Dewey D. Steffen, CEO/Chief Investment Officer of Great Lakes Wealth, was featured in WealthManagement.com's 2020 Midyear Outlook.

Great Lakes Wealth Voted Best Financial Advisor in Metro Detroit for Fourth Year in a Row

July 23, 2020


WDIV “Best Financial Advisor in Metro-Detroit” Winner: Great Lakes Wealth is honored to have been named “Winner” of Click-On Detroit’s Vote 4 The Best contest in 2017, 2018,2019, 2020, 2021, and 2022. This award has only one “first place winner” in each sub-category each year, and is decided by the number of cumulative votes received from the users of the Click-On Detroit Vote 4 The Best website and is based on open entry into a specified category and sub-category. Users may nominate one (1) business in each sub-category during each day of the open nomination period. Voting is allowed once per hour during a pre-disclosed number of days, is open to the public to vote, and no fee is charged to be nominated or to be selected as the “winner.” For additional information, visit www.clickondetroit.com/vote-4-the-best/.

Great Lakes Wealth is excited and proud to announce we have been voted as WDIV’s Best Financial Advisors in Metro Detroit for 2020. This is the fourth consecutive year we have won this fantastic award.

Read original release here




Dewey Steffen, CEO/CIO of Great Lakes Wealth, Featured in DAC News June 2020 Issue

June 24, 2020

The Detroit Athletic Club featured a series of members that have gone above and beyond to help their community during this challenging time in a section called #DACCares. Dewey Steffen, CEO/CIO of Great Lakes Wealth, is highlighted for the work he has done to support local businesses and frontline workers. 

Great Lakes Wealth CEO/CIO Interviewed on Fox 2 Detroit

May 28, 2020

Dewey Steffen, CEO/CIO of Great Lakes Wealth, was interviewed live on air by Amy Andrews of Fox 2 Detroit on Thursday morning, May 28, 2020. They discussed how to survive and thrive while at home and how new investors can get involved in the market today. 

Watch full interview here. 

Press Release: Great Lakes Wealth CEO, Radio Personality Kyle "Bogey" Bogenschutz Team Up to Launch New Financial Podcast Series 

May 28, 2020

DETROIT, MI – Great Lakes Wealth, a leading financial planning and investment firm based in Northville, Michigan, is teaming up with Brand25 Media and Michigan radio personality Kyle “Bogey” Bogenschutz to launch a new financial podcast series on June 2, 2020.

Read original release here



Thank you: Local helpers during coronavirus crisis in Oakland County, April 28

April 28, 2020

Great Lakes Wealth has been purchasing meals and supplies from local restaurants and small businesses to donate to area healthcare workers since the coronavirus pandemic began.

Read full article here.

Press Release: Local Firm Steps Up to Provide Relief for Community and FREE Planning and Investment Advice in COVID-19 Crisis

April 27, 2020

Great Lakes Wealth is stepping up to help ease the financial impact of the coronavirus with charitable support for area small businesses, frontline workers, and investors. 

Read original release here



Press Release: Great Lakes Wealth Launches New Website

April 6, 2020

Great Lakes Wealth is inviting visitors to explore the new website. Take a look. Stay awhile. Make yourselves at home. The new website has been designed to offer the ultimate user-friendly experience with improved navigation and functionality, while allowing clients to become more engaged and educated.

Read original release here

Great Lakes Wealth CEO/CIO Interviewed on Channel 7 News WXYZ

March 11, 2020

CEO/CIO of Great Lakes Wealth, Dewey D. Steffen, spoke with Alan Campbell of Channel 7 News WXYZ to inform investors of what they should consider doing now amidst the market drop. 

Watch full interview here



Press Release: Equity, ETF, and Option Transaction Fees Are Now Eliminated

January 21, 2020

Great Lakes Wealth is pleased to announce updates to their fees and pricing. The result is lower fees and greater value to our clients. 

Read original release here

Press Release: Great Lakes Wealth Recognized on WealthManagement.com's 2019 Thrive List of Fastest-Growing Advisors

November 1, 2019

Great Lakes Wealth has been named a recipient of WealthManagement.com’s 2019 Thrive List for maintaining measurable growth over a three year period! Since opening 3.5 years ago, Great Lakes Wealth continues to grow with the help of many.

Read the original release here

Third year in a row! Great Lakes Wealth awarded 2019 WDIV's Best Financial Advisor

August 6, 2019

WDIV “Best Financial Advisor in Metro-Detroit” Winner: Great Lakes Wealth is honored to have been named “Winner” of Click-On Detroit’s Vote 4 The Best contest in 2017, 2018,2019, 2020, 2021, and 2022. This award has only one “first place winner” in each sub-category each year, and is decided by the number of cumulative votes received from the users of the Click-On Detroit Vote 4 The Best website and is based on open entry into a specified category and sub-category. Users may nominate one (1) business in each sub-category during each day of the open nomination period. Voting is allowed once per hour during a pre-disclosed number of days, is open to the public to vote, and no fee is charged to be nominated or to be selected as the “winner.” For additional information, visit www.clickondetroit.com/vote-4-the-best/.

We are excited and proud to announce that we’ve been voted as WDIV’s 2019 Best Financial Advisor in Metro-Detroit! This is our third year in a row winning this fantastic award. At Great Lakes Wealth, we proudly combine Wall Street Solutions with Main Street Values – and our clients are at the center of all we do! Thank you again for your support, Detroit! 

Read original release here

Great Lakes Wealth featured in Advisors Magazine’s November 2018 issue

December 1, 2018

“Great Lakes Wealth article ‘Serving the “Mass-Affluent” with a Commonsense Approach to Sophisticated Investing’ featured in Advisors Magazine’s November 2018 issue.” 

Press Release: Great Lakes Wealth Launches Riskalyze

August 27, 2018

“Great Lakes Wealth is excited to announce the addition of Riskalyze for our clients. Riskalyze is the world’s first risk alignment platform, using leading scientific theory to objectively pinpoint investment risk. Riskalyze is just the latest example of the commitment that Great Lakes Wealth has to our clients investment success.”

Read original Document

Read Article on Bizwire Express

Second year in a row! Great Lakes Wealth awarded 2018 WDIV’s Best Financial Advisor

August 15, 2018

WDIV “Best Financial Advisor in Metro-Detroit” Winner: Great Lakes Wealth is honored to have been named “Winner” of Click-On Detroit’s Vote 4 The Best contest in 2017, 2018,2019, 2020, 2021, and 2022. This award has only one “first place winner” in each sub-category each year, and is decided by the number of cumulative votes received from the users of the Click-On Detroit Vote 4 The Best website and is based on open entry into a specified category and sub-category. Users may nominate one (1) business in each sub-category during each day of the open nomination period. Voting is allowed once per hour during a pre-disclosed number of days, is open to the public to vote, and no fee is charged to be nominated or to be selected as the “winner.” For additional information, visit www.clickondetroit.com/vote-4-the-best/.

We are excited and proud to announce that we've been voted as WDIV's 2018 Best Financial Advisor in Metro-Detroit! This is our second year in a row winning this fantastic award. At Great Lakes Wealth, we proudly combine Wall Street Solutions with Main Street Values – and our clients are at the center of all we do! Thank you again for your support, Detroit!

2017 Five Star Wealth Manager Award

October 4, 2017

2017 Five Star Wealth Manager Award: Dewey D. Steffen was honored to receive the Five Star Wealth Manager award in 2017. To qualify for this award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Award candidates are identified by one of three sources: firm nomination, peer nomination, or pre-qualification. Self-nominations are not accepted. Wealth Managers do not pay a fee to be included in the research process or to be named a Five Star Wealth Manager. In connection with publication of the magazine section, wealth managers may elect to pay a fee to include a photo and certain profile information in the “profiles” section that accompanies the article. Our firm paid $150 for marketing material to publicize this award.

Great Lakes Wealth CEO Dewey D. Steffen wins the 2017 Five Star Wealth Manager Award. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Great Lakes Wealth Awarded 2017 WDIV's Best Financial Advisor

September 28, 2017

WDIV “Best Financial Advisor in Metro-Detroit” Winner: Great Lakes Wealth is honored to have been named “Winner” of Click-On Detroit’s Vote 4 The Best contest in 2017, 2018,2019, 2020, 2021, and 2022. This award has only one “first place winner” in each sub-category each year, and is decided by the number of cumulative votes received from the users of the Click-On Detroit Vote 4 The Best website and is based on open entry into a specified category and sub-category. Users may nominate one (1) business in each sub-category during each day of the open nomination period. Voting is allowed once per hour during a pre-disclosed number of days, is open to the public to vote, and no fee is charged to be nominated or to be selected as the “winner.” For additional information, visit www.clickondetroit.com/vote-4-the-best/.

Great Lakes Wealth is so excited to announce that we have been voted as 2017 WDIV's Best Financial Advisor. Thank you to everyone out there who voted, liked and shared. We couldn't have done it without that support. Thanks, Detroit!

$150M UBS Team Goes Indie with Raymond James

July 12, 2016

The newly independent firm, named Great Lakes Wealth, became affiliated with Raymond James Investment Advisors Division, which provides custodial and support services to RIAs.

Read full article here

RAYMOND JAMES INVESTMENT ADVISORS DIVISION WELCOMES A NEW TEAM IN NORTHVILLE, MICHIGAN

July 12, 2016

ST. PETERSBURG, Fla. – Bill Van Law, president of Raymond James Investment Advisors Division (IAD) announced the affiliation of Great Lakes Wealth, an independent advisory firm based in Northville, Michigan. The team is led by managing partners Dewey D. Steffen, CEO, and Michael P. Hartman, COO. They are joined by Director of Operations and registered associate Carmela Eastin.

Read full release here

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