About Us

A Legacy of Trust, Stability, and Endurance

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.

Meet Our Leadership Team

Jeff Spencer

Managing Partner & Financial Advisor

(231) 310-1029

jeff.spencer@pwmmi.com

Leslie MacKinnon

Director of Client Services

(231) 310-2234

leslie.mackinnon@pwmmi.com

Linda Borden

Client Service Associate

linda.borden@equitable.com

Mark Spencer

Founding Partner & Financial Advisor

231-310-2042

mark.spencer@pwmmi.com

Community Engagement

At Perennial Wealth, we believe that true financial success extends beyond individual prosperity to encompass the well-being of one’s community. We are honored to have extensive experience managing investment funds of various Non-Profits that positively impact various communities. Furthermore, our commitment to involvement in our very own Grand Traverse community is reflected in our active participation in volunteering and coaching opportunities, where our team dedicates time and skills to make a positive impact in our community. From supporting nonprofit organizations like the Land Conservancy and Norte, to coaching youth sports teams and leading fundraisers for our local school districts. By engaging with our community in these meaningful ways, we strive to foster a spirit of collaboration and stewardship that aligns with our core values of providing a prosperous future for the next generations to come.