Helping You Achieve Better Results  


Mallwood Capital is a consulting firm that specializes in trust management.  With over 40 years of experience, I am ready to put my knowledge and skills to work; as an independent consultant, I am available to serve as a temporary trust officer, an independent trustee or on your charitable board.

 

I established Mallwood Capital in 2016 as a Wisconsin LLC in order to bring my decades of experience in working with both individuals and corporate/charitable entities to bear as I partner with you to achieve the results you desire.  My experience with a wide variety of investment, trust and beneficiary types, enables me to operate well with your unique situation and particular needs. 


Dennis Staaland - Consultant

Dennis has transitioned from his position as an Executive Vice President and Trust Officer, where he worked extensively with trusts and investments, into a new career as an independent consultant.   Whether you are creating a trust, are the beneficiary of a trust, or are in need of a consultant for your wealth management department, you want someone you can count on, someone with high marks in experience, communication, and results.  Dennis formed Mallwood Capital so that he could work with you and deliver.  

During his years in the business, Dennis has gained experience with just about every type of client and need.  He enjoys meeting and working with people, and his open communication style is assuring and effective, navigating with you through the sometimes emotional and demanding aspects of trust management.

VIEW HIS FULL RESUME HERE.


Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make, so you can give money back and have money to invest. You can’t win until you do this.
— Dave Ramsey