Salvatore "Sam" Ventimiglia
President, Great Lakes Wealth Planning, Inc.

Salvatore "Sam" Ventimiglia has been recognized as an Expert Network Distinguished Professional.

Salvatore “Sam” Ventimiglia is a distinguished wealth manager. With over thirty-five years in the financial industry, he currently serves as President of Great Lakes Wealth Planning, Inc. Over the course of his career, his focus has been directed toward all aspects of his client’s financial needs. His company has been recognized for offering services in a wide range of financial matters ranging from risk management, investments, and estate planning, all the way to qualified and non-qualified retirement and benefit plans for businesses.

As he tells it, Mr. Ventimiglia’s rise in the world of finance began quite naturally.

It evolved over time. When I first started, I was working as a life insurance agent. As I started working with business owners and professionals and people with high net worth, my focus started to slowly gravitate towards the management of assets, which was very intriguing to me, and it has grown from there. It's really been a natural progression for me.

Mr. Ventimiglia has been recognized by many organizations in his field. Most impressively, he was recognized in 2015 as Top of the Table by Million Dollar Roundtable (based on annual production), the premier association of financial professionals. For the past four years, he has won the Five Star Wealth Manager Award*. He has also been designated as a CLU (Charter Life Underwriter), and RHU (Registered Health Underwriter). While contributing to a number of prominent organizations, he continues to keep his finger on the pulse of the financial industry.

We are paying attention to legislative changes with regards to client asset management. Regulators are trying to make some changes in those areas, so politically we are involved in making sure legislation and changes are good for the consumer.

At this time, Mr. Ventimiglia’s career shows no sign of slowing down. He is still hard at work, working to grow his practice and to provide meaningful solutions to individuals, professionals and business owners alike.

 

Detailed Career Information

Sam has a B.A. from Western Michigan University's College of Business, and holds his CLU and RHU from The American College in Bryn Mawr, PA. He is also a Licensed Insurance Counselor in Michigan. He is presently a member of the Society of Financial Service Professionals, and is affiliated with LPL Financial, the leading independent financial services firm in the United States, (As reported by Financial Planning magazine, June 1996-2015, based on total revenue).

He is the current President of the Italian American Delegates, and also sits on the Board of Directors for the Boys and Girls Clubs of Southeastern Michigan. Sam is an active member in the Italian American Chamber of Commerce of Michigan, where he has served as president. He is a Distinguished Past President of Shorewood Kiwanis and a founder of its Foundation. He is a Past President of the Michigan Association of Health Underwriters. Sam is very active at the Detroit Athletic Club and has served on many committees there.  Some of them have been the Art and Architecture, Finance, Facilities and Membership Development committees.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

 

* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

 

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