Welcome to the Jal Dennis Group

The Jal Dennis Group provides individual investors and small business owners with retirement planning and strategies that seek portfolio growth.

Our mission is straight forward: to preserve and build our clients’ wealth through comprehensive financial planning and disciplined asset management.

To fulfill this mission, we aspire to provide unsurpassed levels of client service and the highest standards of professional ethics and integrity. You can count on us to focus on exceeding your expectations with thoughtful financial insights and honest communication—the elements we consider essential for building lasting relationships.

What We Do
Our goal is to help ensure you have a consistent, predictable stream of income for life, and that your portfolio establishes a lasting legacy for future generations. We strive to accomplish this by listening carefully to what is most important to you and your family. Working closely with you, we develop a responsible, customized plan designed with the goal to help you take advantage of income and growth opportunities.

How We Do It
We believe that financial planning is a process, not a one-time event. As a result, we communicate with you regularly to keep you informed of your investment performance and respond to any changes in your circumstances or priorities. Along the way, we make sure you clearly understand your financial options. We believe educating you about the benefits of careful long-term investing is a critical factor for confident decision-making. We take pride in being able to explain the most complex concepts in clear, easy-to-understand terms. And we are always available to respond to any questions you may have.

Why We Do It
We apply our experience and professional training to help ensure your finances are properly aligned and your financial objectives remain in focus. Nothing is more satisfying to us than helping our clients develop a disciplined plan and approach for pursuing a lifetime of personal and financial goals.

We welcome the opportunity to speak with you about your wealth management needs and how we can help you pursue them. Please contact us to schedule a no-obligation consultation and discover the value of our objective advice, experience, and personal service.