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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.

Our Values 

As an independent firm, our values aren’t just important to us… they are everything. We believe that through sound financial planning, investment management, and renowned client service, we can help more people pursue the financial freedom that their families deserve. 

At The Jal Dennis Group, our three core values of honesty, sincerity, and humility drive everything we do as a firm. They are the basis of every client interaction and exist at the foundation of every investment strategy and financial plan we create. We stand firm in our belief that every person, regardless of their financial position or stage in life, deserves to work with a financial advisor who truly cares about their success and confidence.

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 and 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.

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.

Our services include:

Retirement Planning

Retirement Planning - preparing before and during your retirement to help you work towards maximizing capital accumulation and distribution strategies

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Client Portfolio Management 

Client Portfolio Management - balancing your need for immediate income with longer-term goals that seek asset accumulation

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Risk Management

Risk Management - helping you plan to protect your family, your home and your assets

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Education Planning

Education Planning - developing a strategy that aims to ensure education funding needs within your family will be met

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Legacy Planning

Legacy Planning - creating a definitive plan for managing your total wealth and distributing your estate on your terms after your death

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