Derek Pease
Tailored financial solutions for the right clients.
Our Process
We create strategies that are tailored to your needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.
Generational Planning
For most families their primary desire is to make financial decisions that provide financial security and comfort in retirement. This is the standard support that we Financial Advisors provide. Where I set myself apart is specializing in the complex choices that arise when families have goals of supporting their next generations. This applies to young families looking to support their children with education and housing opportunities when they are adults. This also applies to elderly retirees that would like to tax-efficiently transfer wealth to their next generations, and provide them with the same financial guidance that they received through their partnership with me.
Our Process
We create strategies that are tailored to your needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.
Customized Portfolios
Your investments should be selected based on two high level categories: 1) What is your situation, and 2) What is the situation in the world. Both of those categories are changing over time, and so should your investments. I am a “time in the market," not a “timing the market,” advisor, but this doesn’t mean investment choices should be static. Staying regularly engaged with clients is how I identify personal reasons for making portfolio changes. Regular meetings with my favorite managers, and continuous research are what drive portfolio decisions based on what’s going on in the world.
Our Process
We create strategies that are tailored to your needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.
The Finer Details
Examples of the nuanced considerations that we proactively engage clients with are: Estate planning considerations, tax-loss harvesting, tax bracket stacking, Medicare entrollment, roth conversions, 529 Plans, 401k Plans, restricted and concentrated stock strategies, gifting strategies, Social Security optimization, Insurance opportunities analysis, etc.
