Why should I choose you as my investment advisor?
Song Wealth Management is a great choice for someone looking for a trusted and experienced advisor. Our goal is to use our experience to help you achieve a secure financial future, while taking away the stress of financial planning and simplify your financial life. As a client, you will receive personal attention. We will provide a truly customized approach and exercise our fiduciary duties with the highest care.
Dennis was a former Lead Advisor at Heritage Wealth Advisors, where he provided a range of sophisticated wealth planning and investment services. Dennis has over 20 years of experience on Wall Street, working in investment banking, private equity, and investment funds learning from some of the industry leaders. He has analyzed and completed complex corporate finance transaction, made private equity/venture capital investments, constructed portfolios and managed a $100 million equity long-short portfolio as an analyst and portfolio manager at several investment management firms.
Dennis holds a BA in Accounting and Finance from Southern Methodist University and an MBA from the Kellogg School of Management at Northwestern University.
FAQs
Why should I hire a financial advisor to manage my money?
A financial planner can help you navigate the complex world of finance and help you align your values and goals. The financial advisor should be well-versed with all financial and tax planning topics and experience to help protect and grow your savings. By working with a knowledgeable advisor, you may be able to take advantage of financial planning opportunities and invest in a more tax efficient manner than indexing or active mutual fund strategy.
Where will my assets be held?
We have selected Fidelity Investments and Charles Schwab & Co., Inc., a subsidiary of The Charles Schwab Corporation, as the custodians for our client assets. We believe both firms’ significant scale allows them to provide latest technologies and low-cost third-party custodian services. Song Wealth Management will never hold client assets, which means only you (the client) will be able to contribute and withdraw funds.
Fidelity Investments and Fidelity Institutional℠ (together "Fidelity") is an independent company, unaffiliated with Song Wealth Management ("SWM") and ASN Compliance. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by SWM. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 967076.1.0.
These materials have been independently produced by Song Wealth Management. Song Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Song Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
How are you paid?
Song Wealth Management is a fee-only financial advisor. We do not accept commissions or referral fees of any kind, so we can provide unbiased advice without those conflicts of interests. Our clients pay us for financial and tax planning and investment management services. Our tax preparation services are engaged and charged separately.
What is Advisory Services Network and how does your affiliation with them affect me?
Advisory Services Network is an SEC Registered Investment Adviser that strategically partners with financial advisors, providing them an all-inclusive platform designed to serve as an advisor’s compliance, operations and back office.
As a member of ASN, Song Wealth Management clients benefit from a multi-billion RIA’s scale and expertise, industry-leading tools, technology and relationships.
When is the right time to start establishing a financial plan?
We believe the right time to start establishing a financial plan is now. It is ideal to have a plan in place early so you can potentially save and benefit from the power of compounding.
I am interested in working with you, what is the next step?
Set up a complimentary consultation to discuss your goals and priorities. We can speak over phone, email or even meet up for coffee…virtually.