Welcome to Non-Traditional Wealth Management, LLC!

Choosing a financial advisor can be a daunting task. Whose judgment can you trust? Why are there so many different business models in the financial Industry? There are large, name-brand firms, as well as small independent firms.

Some financial advisors seem to focus solely on securities (stocks, bonds, etc.) while others seem to focus upon insurance products (annuities, life insurance etc.). The media seems to be full of contradictory information and offers no discernible wisdom to help you in selecting a firm to work with.

To make matters more challenging, how do you know that the individual at the firm has the education, training and experience to assist you in addressing your issues and challenges?

Non-Traditional Wealth Management, LLC was founded by Dennis E. Gagnon, CFP® to help retirees, pre-retirees, and business owners, in Central Florida, sort through these questions for THEIR best benefit and long-term financial success.

Explore our web site to learn more, or call us to schedule a no-obligation, meeting to discover for yourself why answers to the above questions are crucial to your financial well-being.












Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Opinions expressed are subject to change. Past performance is no guarantee of future results.

Non-Traditional Wealth Management, LLC (NONTWM) offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties

Any information presented is general in nature and is not intended to provide personal investment advice. The investments or strategies presented do not take into account the investment objectives or financial needs of particular investors. It is important that you consider this information in the context of your personal situation/circumstances, risk tolerance and investment goals.

Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets.

Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither NONTWM nor CSS  provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Investment products, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity





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Investment Advisory Services offered through Non-Traditional Wealth Management, LLC, a Registered Investment Advisor. Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer, member FINRA/SIPC. Non-Traditional Wealth Management, LLC is not affiliated with CSS