A complete list of active advisors currently associated with Great Lakes Benefits and Wealth Management
Warmer can help you find a great advisor at Great Lakes Benefits and Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Great Lakes Benefits and Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sandusky, OH
| 2
| |
Sandusky, OH
| 25
|
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