Michael Dennis
Personal and Corporate Wealth Strategist
My Story...
“Nobody cares how much you know, until they know how much you care” -Theodore Roosevelt
Over a decade ago, I was sitting across the table from our financial advisor looking to make sense of all of the financial noise. I Wanted to be sure my families needs were taken care of if the unimaginable happened. I didn’t feel confident that my best interests were in mind when it came to the plan that was laid out for us. I felt confused and that we were being spoken at, not spoken to. However, what he did mention that I took special interest in, was that there was a huge need in the community to fill the gap that droves of retiring advisors were leaving behind. I saw an opportunity to help, and that I could make a difference to clear up the confusion so many others felt when it came to finances.
Like you, I live and work in the community and I understand the day to day challenges business owners face. As a father of two young children, I can also relate to the needs of the modern family. I believe in affecting social change in families and community through creating strong financial foundations and utilizing principles of success. This helps to mitigate monetary stress in the household which aids in creating an environment of stability. Marriages stay strong, children feel confident and safe as a result.
Working with families and business owners, I mentor them through life’s financial challenges. I walk the client through a process to seek to understand their unique needs and opportunities in their personal and business lives. This process identifies solutions that meet those needs. Through this, I am able to build a trusted, long term, client / advisor relationship of understanding and commitment. I mitigate risk and taxation through a broad offering of insurance solutions while navigating wealth management strategies honed in on what is best for the client. I believe in adding value through accurate and current advice.
Client Testimonials
“Mike is Personable as well as knowledgeable and what we value most is that he actually LISTENS to us and our needs. He always offers options and explains the various products so we feel we are always making an informed decision.”
Marc & Melanie Turgeon
Eparchial Cemeteries Manager & Small Business Owners
“From the beginning, I was impressed with Michael’s’ approach. He took the time to get to know me and my professional practice, and was able to work around my schedule as a busy business owner”
Dr. Davinder S. Dhamrait
Davinder S. Dhamrait Professional Corporation-Dentist- B.Sc, D.D.S.
” We have had a great experience with Mike over the years. He will advise us on what and where to invest our money and there is never any pressure. Mike has always been patient with us through all decisions in the process”
Robert & Linda Hallonquist
Clients since 2008