A complete list of active advisors currently associated with Derryrush Wealth

Warmer can help you find a great advisor at Derryrush Wealth or one who fits your needs even better.

Derryrush Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to a small client base that includes individuals, high-net-worth clients, and institutional-type clients such as pension and profit-sharing plans, charitable organizations, and business entities. The firm also offers pension consulting services and a separate fixed-fee Divorce Financial Decision Clarity analysis intended to help clients evaluate financial trade-offs during major life transitions. The firm documents client goals and risk tolerance in written Investment Policy Statements and generally seeks discretionary authority to implement asset allocation and security selection, using methods that include fundamental, quantitative, charting, cyclical analysis, and modern portfolio theory. It invests across a broad set of instruments — including mutual funds, ETFs, fixed income, real estate funds, private equity, annuities, and strategies involving options, margin, and short sales — and may allocate assets to third‑party managers, conducting due diligence and entering fee‑sharing arrangements with selected advisers. Noteworthy in the firm’s disclosures is an affiliation with the insurance industry: the principal is a licensed insurance agent and the brochure discloses acceptance of commissions for insurance product sales and related conflicts of interest that are communicated to clients. For a solo, sub‑$30 million advisory firm, the combination of serving institutional pension plans, offering formal pension consulting, using third‑party manager fee‑sharing arrangements, and providing a narrow-scope divorce financial decision service distinguishes its service mix from many peers.

To learn more about the advisors currently working at Derryrush Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.