Derryrush Wealth

Derryrush Wealth provides ongoing portfolio management and financial planning services to individuals and high‑net‑worth clients, and offers a limited‑scope, fixed‑fee Divorce Financial Decision Clarity analysis for clients undergoing significant life transitions. The firm also advises pension and profit‑sharing plans and provides services to charitable organizations and business entities.

The firm generally manages accounts on a discretionary basis and documents each client’s goals and risk tolerance in an Investment Policy Statement. Its investment process uses a mix of charting, cyclical and fundamental analysis, modern portfolio theory and quantitative tools, and may employ long‑term and short‑term trading, margin, short sales and options strategies; the brochure notes the use of AI for administrative support only, not for investment decisions.

Noteworthy for a solo independent adviser, Derryrush offers pension consulting and explicit services for institutional plan clients, which is less common among peers. The brochure also lists a broad range of allowable investments—including annuities, hedge funds, private equity and venture capital—and discloses that the firm’s principal does not sell insurance products, clarifying insurance‑related conflicts.