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Dennis Bares

Advisor at River Tree Capital Management

Updated today
River Tree Capital Management logo

Firm

River Tree Capital Management

Location

Bonita Springs, FL 34134

Credentials

CFP®, Series 65, Series 66

Industry experience

13 years

About

Dennis Bares is the sole advisor at River Tree Capital Management in Bonita Springs, FL, holding CFP®, Series 65, and Series 66 designations with 13 years of industry experience. He has been with River Tree Capital Management (formerly Bares Consulting Services) since 1998. River Tree Capital Management provides discretionary portfolio management and financial planning services to individuals and various institutional clients, including small businesses, corporate pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm utilizes a bottom-up fundamental analysis approach to develop customized Investment Policy Statements, focusing on publicly traded securities with an emphasis on small-cap opportunities and long-only portfolios.

Client services

Based on River Tree Capital Management

Portfolio management

Expertise

Based on River Tree Capital Management

Active portfolio management Concentrated stock management Private / alternative investments

Fee options

Percentage

1.00% annually (negotiable)

Other

Account minimum: $700,000

Location

27499 Riverview Center Blvd, Suite 410

Bonita Springs, FL 34134

Most active in

Florida · Minnesota · Texas

Work history

River Tree Capital Management (fka Bares Consulting Services)

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charley C

CFP®, Series 63, Series 66

Naples, FL

Local Wealth Advisors

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Jaime B

CFP®, CPA

Naples, FL

Susko Wealth Advisors

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Inherited wealth General retirement planning Baby Boomers (Born 1946-1964)
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Patrick B

CFP®, Series 63, Series 65

Sanibel, FL

Bloomfield Asset Management, Inc.

Wealth management Passive / index investing Retirement income strategy
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Jamie B

Series 66

Naples, FL

Berger Wealth Management, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Frank F

CFA®, Series 65

Naples, FL

Banyan Asset Management, Inc.

Active portfolio management Options & derivatives strategies
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Robert F

Series 66

Naples, FL

RWF Wealth Management LLC

Wealth management Passive / index investing Active portfolio management
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