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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.”
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.
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.