Great Lakes Benefits and Wealth Management
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About
Great Lakes Benefits and Wealth Management provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, offering services that include investment supervisory services, tax preparation, and access to insurance products such as annuities. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and typically manages accounts on a discretionary basis to implement those plans.
The firm’s investment process relies on fundamental analysis and a long‑term trading approach, with a preference for no‑load mutual funds and client‑specific asset allocation. In addition to portfolio management, the firm emphasizes client education through an in‑house workshop titled “A Worry Free Retirement….It’s not that difficult,” which is provided at no additional charge and includes a dinner (RSVP required).
Noteworthy differences from many peers include having a licensed insurance agent in the advisory practice who offers commissionable insurance products—a relationship the brochure discloses as a potential conflict of interest and clarifies that clients are not required to purchase through the firm. The firm also publishes a monthly newsletter and runs newsletter‑linked referral and engagement contests, combining regular periodicals and live educational events that are uncommon among similarly supported firms.
Client services
Expertise
Fee options
$90 for tax preparation fees
$0 - $250,000: 1.50% $250,001 - $750,000: 1.25% $750,001+: 1.00%
$250 per hour for financial planning services
Account minimum: $50,000
Main office
1325 Hull Rd
Sandusky OH 44870
Advisors at this office
2
Most active in
Florida · Ohio
Also doing business as
Great Lakes Benefits And Retirement Group · Great Lakes Benefits And Wealth Management · Great Lakes Benefits, Inc. · Great Lakes Benefits, Inc. Dba Great Lakes Benefits And R · Great Lakes Retirement Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Andrew B
Series 65
Sandusky, OH
Great Lakes Benefits and Wealth Management
Andrew Brewer is a financial advisor with Great Lakes Benefits and Wealth Management in Sandusky, OH. He holds a Series 65 credential and has two years of industry experience, including prior roles at Northwestern Mutual and Pepperidge Farms. Outside of advisory work, Brewer has worked as a part-time bartender. Great Lakes Benefits and Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, incorporating investment supervisory services, tax preparation, and insurance products. The firm uses fundamental analysis with a long-term approach and emphasizes client education through workshops and a monthly newsletter.
Wayne M
CFP®, Series 66
Sandusky, OH
Great Lakes Benefits and Wealth Management
Wayne Maslyk is a CFP® with 24 years of industry experience and has been with Great Lakes Benefits and Wealth Management since 2004. He is also a principal of Great Lakes Benefits, Inc., an employee benefits firm specializing in group health and fixed insurance products. Great Lakes Benefits and Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a long-term investment approach using fundamental analysis and offers additional services such as tax preparation and educational workshops.
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