Dennis J Demuth, CFP® has been helping clients with investment and retirement income strategies since 1997. Having observed both good and bad economic times in his long financial services career, Dennis strives to build client planning strategies which anticipate what will happen over a client’s work life and retirement life. His mission is to help clients navigate both successfully. In working with his clients, Dennis gains a deep understanding of their financial circumstances as well as their attitudes about their future opportunities and risks.
Paul began his career as a registered representative for a Wall Street firm after graduating from UMass Dartmouth. As a Regional Vice President, he opened and managed up to five offices to accommodate and sustain the firm’s growth. After 12 years, Paul was recruited to implement a new broker-dealer platform for a regional bank with five branches.