GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

Overview

Great Lakes Benefits And Wealth Management operates as an independent registered investment adviser and insurance broker focused on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with client education — publishing periodicals and running seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, reflecting a mix of ongoing asset management and project-based advice. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios, but the firm also supplements those core holdings with annuities and third-party alternative allocations. It does not position itself as an active ESG investor. The advisory model appears to emphasize broadly diversified mutual-fund-based portfolios, with bespoke add-ons where clients require access to alternatives or insurance-based solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices