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Great Lakes Benefits and Wealth Management
GREAT LAKES BENEFITS AND WEALTH MANAGEMENT is a state-registered investment adviser in SANDUSKY, OH. The firm manages $71 million in assets, $67 million on a...
Overview
GREAT LAKES BENEFITS AND WEALTH MANAGEMENT is a state-registered investment adviser in SANDUSKY, OH. The firm manages $71 million in assets, $67 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Sandusky
Frequently asked questions
How does Great Lakes Benefits and Wealth Management structure its client relationships?
The firm combines employee benefits administration with private wealth management, creating a bundled relationship that spans both qualified retirement plans and personal taxable portfolios. For business owners, this means the same advisory team handles company 401(k) design, fiduciary oversight, and participant education alongside private investment management, tax planning coordination, and estate strategy. The dual service model makes the firm particularly relevant during business exits, when a client's retirement plan assets and newly liquid wealth both require restructuring in coordination.
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