Fiduciary advisors are legally required to act in your best interest, with advice shaped by your goals, not commissions, quotas, or product incentives.

• CFP® (Certified Financial Planner) — the gold standard in financial planning
• ChFC® (Chartered Financial Consultant) — advanced comprehensive financial planning, deeper coursework than the CFP®
• CRPC® (Chartered Retirement Planning Counselor) — specialized in retirement income and pre/post-retirement strategies
• AAMS® (Accredited Asset Management Specialist) — focused on investment management and asset allocation

Derek holds four advanced financial planning certifications - including the CFP®, the gold standard in the industry — requiring hundreds of hours of coursework, rigorous exams, and ongoing ethics requirements.

Portfolio management is the ongoing oversight of your investments to keep them aligned with your goals, time horizon, and risk tolerance.

Wealth management is a comprehensive advisory service that brings together all aspects of your financial life – investments, tax planning, retirement, and estate planning – into one coordinated plan.

Yes, it's one of our core specializations. We help clients navigate stock options, RSUs, ESPPs, ISOs, AMT planning, concentration risk, and IPO or exit planning. If equity comp is a meaningful part of your wealth, we know how to make the most of it.