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.
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.
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.
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.
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
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
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.
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.