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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

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

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.”

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Read Article on Bizwire Express

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

August 15, 2018

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

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

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!

Dewey D. Steffen Receives Coveted 2017 Five Star Professional Wealth Manager Award

July 1, 2017

Great Lakes Wealth is honored to announce that Dewey D. Steffen has won the 2017 Five Star Wealth Manager award! This exclusive honor is awarded to Detroit area wealth managers who have proven outstanding in their field and shown a commitment to their clients. Congratulations Dewey!

$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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