Your Big Picture Plan
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals.
Growing What You’ve Got
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth in pursuit of your financial goals.
*Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Adulting, but with a safety net.
If there’s one thing certain about life – it’s the uncertainty that living it brings. Luckily, while you can strive your best to plan wisely and thoroughly, you can also hedge your bets against the unintended through prudent Insurance Planning.
For Business Owners
Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
Are We Your Kind Of Financial Advisor?
Whether it’s retirement income planning, asset allocation, risk management, or life insurance consulting, we are here to serve your financial objectives, not to sell.
We know where you want to go because we listen. We know how to get you there because we’re professionals.
Planning for retirement... and that villa in Tuscany?
You've worked hard in your career, and are ready for relaxation and celebration.
Together, we'll develop a plan that aims to help you accumulate wealth while you're still working, and aid your transition to a fixed retirement income.
Helping your business (and your sanity) thrive?
It's easy to be swept up in the day-to-day management of your business.
We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.
*Asset allocation does not ensure a profit or protect against a loss.
Are We Your Kind Of Financial Advisor?
Whether it’s retirement income planning, asset allocation, risk management, or life insurance consulting, we are here to serve your financial objectives, not to sell.
We know where you want to go because we listen. We know how to get you there because we’re professionals.
Asset allocation does not ensure a profit or protect against a loss.
Planning For Retirement... And That Villa In Tuscany?
You've worked hard in your career, and are ready for relaxation and celebration.
Together, we'll develop a plan that aims to help you accumulate wealth while you're still working, and aid your transition to a fixed retirement income.
Helping Your Business (And Your Sanity) Thrive?
It's easy to be swept up in the day-to-day management of your business.
We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.
Focused on
Your Success
Matthew Dennis is a dedicated financial advisor with extensive knowledge in financial planning, investment advice, college funding, insurance, and tax planning. With a keen understanding of small business needs, Matthew brings a wealth of experience from his previous roles in accounting, auditing, and as a controller, where he honed his skills in financial management and strategy.
- From Hayward, CA
- Graduated with B.S. in Accounting, Minor in Econ from CSU East Bay
- Joined Financial Advisory Services Industry in 2015
- Licensed Certified Public Accountant for State of California
- Accredited Investment Fiduciary
- Series 6, 63, & 65 Securities Licenses held through LPL Financial