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 planing strategies which anticipate that both 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. He then combines these insights with his detailed knowledge of available investment and insurance options, to create a unique program to enable each client to achieve what they want to achieve and gain emotional comfort and confidence as well. He believes that our industry has created the tools to accomplish this, and that it is the Advisor’s role to help each client to carefully craft their unique “correct” solution. In this way, the future can be confidently embraced.
Dennis holds a Bachelor’s Degree in Political Science from Merrimack College and a Master of Business Administration from Babson College as well as a Masters in Public Administration from Pennsylvania State University. He holds Series 7, 63, and 65 Securities Registrations as well as Life, Accident, and Health Insurance licenses. He became a Certified Financial Planner® in 2003. Prior to his entry into the personal financial advisory field, he served 18 years in a variety of roles in the commercial banking industry.
Dennis lives in Lowell, MA with his wife Barbara and their son David. His son Joseph lives in Woburn, MA with his wife Amy.
Dennis is a member of the Board of Directors of Class, Inc., an organization which serves adults with disabilities. Dennis’ son David is one of the individuals helped by Class. Over the years, he has served other community and religious organizations including:
- Lowell Community Charter Public School as a Director
- St. Margaret Parish Finance and Pastoral Councils
- League School of Boston as President of the Board of Directors
- Community Day Care Inc. of Lawrence as President of the Board of Directors