I am a wealth advisor primarily for a select group of individuals that value financial security and among other goals strive for a work optional lifestyle. I have developed and refined a process called TRP that puts all of the pieces of the puzzle together as their lives unfold and their needs
evolve.
Dennis Rotary is an I.A.R. who is bound to a fiduciary standard. Unlike a broker-dealer suitability representative, a fiduciary standard requires Dennis to act in the best interests of the person he is working with. Acting under a fiduciary standard, a representative is legally appointed and authorized to hold assets in trust for another person. Simply put, representatives working under the...
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