Call Us Today! 855.578.1200 | info@greatlakeswealth.us

Call Us Today! 855.578.1200 | info@greatlakeswealth.us

Company News

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.”

RiskGraph-Web

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.”

ImageExample

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!

VOTE4THEBEST-2018

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.

Full Details on Award

xvI9yyKx

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!

22095920_1943804962608576_2783982842351129831_o-600x338

READ THE FULL PRESS RELEASE 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.