Derek Wilson is a financial advisor at Archway Private Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brite Advisors, Touchstone Advisory LLC, and Holborn Assets, Ltd. Outside of his advisory roles, he has experience with international pension planning through his affiliations. Archway Private Wealth specializes in investment management and consulting for clients with United Kingdom-based pension assets, serving both high-net-worth and individual clients. The firm focuses on reviewing and monitoring UK pension plans and assisting with transfers to arrangements like SIPPs and QROPS, typically managing portfolios on a discretionary basis through third-party managers and various investment vehicles.

David Wells is a financial advisor at Archway Private Wealth LLC with five years of industry experience. He holds a Series 65 credential and has worked at Archway since 2021, with prior roles at Beacon Global Advisor Network, LLC, and Holborn Assets. Archway Private Wealth LLC serves individual investors, focusing on U.S. persons with UK-based pension assets. The firm offers pension consulting and investment management services, often managing accounts on a discretionary basis while coordinating with international advisers and third-party managers.

Edward Harris is a financial advisor with Archway Private Wealth LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Archway Private Wealth since 2017 and has been a managing partner at Holborn Assets Ltd. since 2020. Harris also has prior experience with Globaleye (Hong Kong) Limited. Archway Private Wealth LLC serves individual investors, focusing on U.S. persons with UK-based pension assets. The firm offers pension consulting and investment management services, often working with unaffiliated third-party discretionary managers to tailor portfolios to client preferences.