CORE VALUES
Fostering growth and shielding assets for families and businesses just like yours.
COLTER DENNIS
OUR PHILOSOPHY
At Colter-Dennis Wealth Advisory & Planning, family is truly at the heart of his business. Coming from a long line of entrepreneurs — owners of everything from cotton gins and sawmills to a semi-pro baseball team and auto dealerships — he pays tribute to his ancestors by incorporating both family surnames, Colter and Dennis, right in the company name.
This family legacy serves as the foundation of the Colter-Dennis value proposition, which is to ensure clients the highest level of service through an unwavering commitment to ethical standards matched by a robust work ethic.
“I have a family history — on both sides — that I am very proud of,” he says. “It’s a history of honesty and integrity, and of people that made it on their own.”
COLTER DENNIS
OUR PURPOSE
Your partners in prosperity, Allix Dennis and his experienced network of financial industry professionals are focused on assisting you in each step of the process on your journey through every stage of life and business. From planning for college to retirement, and from business startup to transitioning ownership, we are both partner and ally, backed by decades of dedication to our clients and applied knowledge in multiple categories of financial products.
OUR PROCESS
With our keen market insights and astute analysis, we unlock the power of multiple markets and opportunities while adhering to best practices calibrated to your preferred risk tolerance. So whether you’re a seasoned investor or taking your very first steps, we’ll design a portfolio tailor-made for your personal situation and growth objectives.
STEP ONE
An initial meeting where we discuss your goals, preferences, concerns or any other issues you feel are important to the financial freedom of your family or business.
STEP TWO
Several follow-up meetings to collect additional information, affirm plans and review any pertinent documents requested (such as tax returns, wills and trusts). At this point, we will also arrange as-needed introductions, such as attorneys and CPAs.
STEP THREE
Once the previous steps have been completed, a plan is prepared and reviewed by all parties to ensure accuracy. Upon confirmation, all products are implemented and we initiate the underwriting process. Another review is undertaken to assure full agreement before the plan is put into action.
FOLLOW UP
At the very least, we encourage an annual review to make sure all targets and goals are being met by our clients.