Successful Sailings

“I’ve been using Dennis as my financial advisor for over 2 years. In that time, he has consistently grown my portfolio in a very challenging financial environment. He’s very responsive and attentive, communicating and updating me to strategize and stay current to a changing financial environment. He is an outstanding financial advisor and I have referred him to several people. He has done the same competent good counsel for my referrals. I highly encourage you to consult with Dennis and see for yourself.”

Jerry S., Rochester, MI

“Planning for my retirement was made easy with Dennis Prost at Vima Wealth Management. He’s not just an advisor, but a trusted partner who takes the time to explain options and adjust plans as life changes. Thanks to Dennis, we’re seeing solid returns and, more importantly, we have peace of mind knowing we’re on the right track.”

La Var & Sharice B., Lake Orion, Michigan

“When my dad retired from General Motors, He chose a Lump Sum distribution of his GM pension after consulting Dennis. After his passing, Dennis helped manage the Inherited IRA, ensuring we could take 5% annually, minimize losses, and maximize market gains. If my dad had chosen monthly pension payments, it would have ended when he died. Thanks to Dennis, our family’s wealth and legacy are secure.”

Leah L., San Francisco, California

I’ve known Dennis since elementary school, and when my mom passed, we contacted him to manage an inherited Roth IRA and IRA. He also referred us to experts for insurance and an estate planning attorney for wills, power of attorney, patient advocates, and trusts. Before Dennis, we were down on our investments with another advisor. Now, with his tactical investment management, we’re no longer losing money, and everything is on track.”

Karl & Dawn H., St Clair, Michigan