About Us
Your Goals, Our Focus
Our Philosophy
We believe that successful wealth management begins with understanding your unique financial goals and challenges. We’ve built our philosophy around delivering a systematic approach to help you make sound, informed decisions—free from emotional bias.
By leveraging a disciplined investment process, we aim to:
- Provide predictable growth during your pre-retirement years.
- Deliver steady income streams to fund your retirement lifestyle.
- Balance your need for long-term growth and current income.
We’re committed to empowering you with the confidence to pursue the retirement you’ve envisioned.
Our sole focus is on you!
Our Process
We understand that financial planning isn’t one-size-fits-all. Our proven process is designed to meet you where you are and guide you toward your goals.
Discovery & Goal Setting
We take the time to listen, understand your vision, and clarify your priorities.
Personalized Strategy Development
Using a collaborative approach, we create tailored plans for your investments, taxes, estate, and insurance needs.
Implementation with Care
Our team puts your plan into action, ensuring alignment with your objectives.
Ongoing Support & Adjustments
Life changes, and so do markets. We monitor your progress and make necessary adjustments to keep your plan on track.
What Sets Us Apart?
We go beyond traditional wealth management by focusing on strategies that truly make a difference. Explore what sets us apart:

Holistic Planning
When it comes to financial planning, the details matter. We don’t just look at your investments—we take a comprehensive approach that includes retirement income planning, tax-saving strategies, insurance solutions, and estate preservation. By addressing every aspect of your financial life, we ensure your plan works seamlessly to support your goals both now and in the future.
Independent & Transparent
Unlike large institutions, we’re not tied to proprietary products or sales quotas. As an independent firm, we have the freedom to provide unbiased advice tailored specifically to your needs. Transparency is at the heart of everything we do—we believe you deserve clear, straightforward answers to your financial questions, so you can make confident decisions.
Proven Expertise
With over 23 years of experience helping retirees and pre-retirees, we’ve developed a deep understanding of the unique challenges and opportunities you face. From managing investment risks to planning for a lifetime of income, our expertise allows us to provide solutions that have been tried, tested, and proven to work. Your success is built on a foundation of experience and knowledge.
Commitment to Your Success
We’re not just financial advisors—we’re your partners in achieving the life you’ve worked hard to build. As fiduciaries, we are legally obligated to act in your best interest. But beyond that, we’re deeply committed to your success, providing personalized attention, proactive communication, and a steadfast dedication to helping you achieve your financial and personal goals.
Founder
Dennis E. Gagnon
Founder of Non-Traditional Wealth Management LLC, has been helping pre-retirees, retirees, and business owners protect their assets and manage risk since 2001. A CERTIFIED FINANCIAL PLANNER™ with a background in both wealth management and business operations, Dennis leverages his expertise to provide clients with a comprehensive Wealth Management and Investment System. He holds a degree from Bryant University and remains active in professional development and community service, currently serving as Treasurer of the Central Florida Rifle & Pistol Club. Dennis lives in East Orlando with his wife of over 35 years and their Bluetick Coonhoud mix named Bentley.
Frequently Asked Questions
What services do you provide for retirees and pre-retirees?
We specialize in comprehensive financial planning tailored to the needs of retirees and pre-retirees. Our services include retirement income planning, investment management, tax-saving strategies, estate planning, and personalized insurance solutions. Each plan is designed to help you achieve financial security and peace of mind throughout your retirement years.
How do you approach retirement income planning?
Retirement income planning is at the heart of what we do. We create customized strategies to ensure your assets provide sustainable income while allowing for long-term growth. Our approach balances your need for steady income with the flexibility to adapt to changing financial circumstances.
Why should I choose an independent wealth management firm?
As an independent firm, we are not tied to proprietary products or sales quotas. This allows us to offer unbiased advice and create customized plans based solely on your financial goals. Our fiduciary responsibility ensures that we always act in your best interest, providing you with transparency and trust.
What is your process for creating a financial plan?
Our process begins with an in-depth discovery session to understand your goals, concerns, and unique financial situation. From there, we develop a tailored strategy that addresses your needs. Once implemented, we provide ongoing support, monitoring your progress and adjusting as necessary to keep you on track.
Do you offer tax planning services?
Yes, we help clients maximize tax efficiency through strategies like asset location optimization, retirement account distribution planning, and estate tax planning. Our goal is to help you retain more of your wealth while ensuring compliance with all tax laws.
Can you help with estate planning?
Absolutely. We work closely with you and, if necessary, your estate planning attorney to create a comprehensive plan that aligns with your wishes. Our focus is on protecting your legacy and ensuring that your assets are passed on according to your goals while minimizing potential tax implications.
How do you manage investment risk?
Managing investment risk is essential to preserving your wealth. Our disciplined investment process aims to balance growth opportunities with risk mitigation, tailored to your risk tolerance and financial objectives. We use proven strategies to help you avoid common pitfalls like emotional investing.
Do you offer educational resources or seminars?
Yes, we host occasional retirement planning seminars and provide online resources, including blogs and guides, to help you make informed decisions about your financial future. These are designed to empower you with the knowledge you need to achieve your goals confidently.
Start Your Journey Today
Let’s Build a Financial Future You Can Count On
Whether you’re planning for retirement, seeking tax-saving strategies, or exploring estate planning options, we’re here to provide personalized guidance every step of the way.
