Since our inception in Traverse City, Michigan in 1982, our family business has been dedicated to serving the financial needs of our community. Founded by Mark Spencer, our journey began with a commitment to trust, service, and thought leadership. In 2024, we established our DBA, Perennial Wealth Management, a name that embodies our enduring legacy and prestigious reputation.

The name "Perennial" signifies more than just a brand; it reflects our core philosophy of wealth building that spans across generations. Like a perennial garden, where there is always something in bloom, we strive to cultivate financial growth and stability for our clients, ensuring their assets continue to thrive and flourish through all of life’s “seasons.”

Our values are deeply rooted in loyalty, transparency, and having a client-centric approach. We prioritize our clients' best interests, delivering innovative solutions tailored to their unique needs. Our dedication to these principles has earned us a reputation for being a trusted advisor in the community.

Our partnership with Equitable, a respected broker-dealer, further enhances our ability to provide exceptional service. This collaboration allows us to offer a wide range of resources and expertise, ensuring our clients receive the highest level of support and guidance.

Perennial Wealth Management

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