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Densel F

CFP®, Series 66

Charlotte, NC

Vintage Wealth Management Group

Densel Fleming is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been the principal advisor at Vintage Wealth Management Group since 2009. Fleming also serves as the Chief Wealth & Investment Officer at Marquise Wealth Management, LLC, where he manages client investment portfolios and provides investment advice. Vintage Wealth Management Group provides discretionary investment management and financial planning services to individuals and families, including trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, individualized investment approach based on Modern Portfolio Theory, offering diversified portfolio management with tactical adjustments and tax positioning.

General retirement planning Wealth management Tax-loss harvesting Founder/Business Owner Executive
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