We specialize in comprehensive financial services designed to meet the unique needs of retirees and pre-retirees. Whether you're seeking to optimize your investments, create a steady income stream, or plan your legacy, we’re here to help you achieve your financial goals.
We design plans to ensure your income lasts as long as you do.
Strategies for Retirement Income
Your goals come first. We provide clear, actionable advice tailored to you.
Personalized, Transparent Guidance
From tax strategies to estate planning, we address every piece of your financial puzzle.
Comprehensive Financial Expertise
About Us
Building Trust, One Client at a Time
At Non-Traditional Wealth Management, we believe every financial journey is unique. Since 2005, we’ve guided individuals and families toward their retirement dreams through a disciplined, independent approach.
Investment Advisory Services offered through Non-Traditional Wealth Management, LLC, a State Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC, a registered Broker-Dealer, memberFINRAandSIPC. Non-Traditional Wealth Management, LLC is not affiliated with Arete Wealth Management, LLC.
Please be advised that presently, Dennis E. Gagnon holds a FINRA Series 7, and State 66 licenses in FL, GA, NY, SC, TN, TX, VA and WA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Dennis E. Gagnon before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered will fluctuate in value and are subject to investment risks including possible loss of principal.
