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. His prior roles include positions with Beacon Global Advisor Network, LLC and Holborn Assets. Archway Private Wealth specializes in managing UK-based pension assets for high-net-worth and individual clients, offering investment management, IRA rollover advice, and consulting. The firm uses third-party managers and model portfolios, coordinating with pension trustees and custodians, and employs unique custody options and international advisory relationships.

Edward Harris is a financial advisor with Archway Private Wealth LLC, holding a Series 65 designation and eight years of industry experience. He has worked at Archway since 2017 and is also a managing partner for the Americas at Holborn Assets Ltd. in Dubai. Archway Private Wealth specializes in investment management and consulting for clients with United Kingdom-based pension assets, serving both high-net-worth and individual investors. The firm implements portfolios using third-party managers and model portfolios across various securities, often managing accounts on a discretionary basis, and coordinates pension transfers and custody arrangements with attention to currency exposure.