Press Release: Mark Dennis of A1A Wealth Management
One of the challenges associated with running a solo financial planning practice is deciding when and how to expand operations while keeping in mind the best interests of my clients and preserving the personal touch along the way. With this in mind, I am pleased to announce that my independent financial planning services will soon expand substantially, offering access to an experienced multi-disciplinary team of Certified Financial Planner™ professionals, Certified Public Accountants, Chartered Financial Analysts, and more.
Effective December 9, 2013, I will begin transitioning my solo financial planning practice at A1A Wealth Management, Inc. into the independent registered investment advisory firm of River Capital Advisors, L.C. located in Jacksonville, FL, where I will join their team as a wealth manager. Our two firms have much in common, including an independent fee-only approach to asset management and a dedication to fiduciary responsibility where we keep the best interests of clients ahead of our own. More information about River Capital Advisors, L.C. is available at their web site: www.rcawealth.com
In addition to their team of financial planning and asset management professionals, River Capital Advisors is an affiliate of the locally-owned public accounting firm, Smoak, Davis, and Nixon LLP. Organized in 1924, this esteemed accounting firm is one of the oldest in Northeast Florida. The current financial services team has over 150 years of combined professional experience with which to assist clients across a variety of investment, tax, and financial planning needs.
Mark Dennis who is also this year’s Sunrise Rotary Club president sums the transition up as very complementary: “Combining my business with River Capital Advisors now gives my clients access to a team of financial planners (instead of just one), along with a group of local tax experts and investment managers.”