Derrick Handwerk is the managing partner of Handwerk Multi Family Office. He has owned, managed, and consulted for privately held businesses for over 25 years. He concentrates his business on advising physicians and their families on tax mitigation, asset protection, estate planning, and charitable giving, as well as other advanced planning topics. He helps affluent families fit the puzzle pieces of their financial plan together and is passionate about providing the highest level of care possible to a select number of clients.
Derrick received his MBA from Lehigh University in Bethlehem, PA, and was nominated as a Martindale Business Scholar. He obtained his certification in Wealth Preservation and Asset Protection from the Wealth Preservation Institute and has also been certified as a Certified Wealth Strategist. (The CWS training focuses specifically on real-world strategies for the affluent.)
As an authority on wealth management, Derrick is sought after by many local and national media outlets including ABC, CBS, NBC, and FOX. In addition to frequent television appearances, Derrick has written over 100 articles and been featured in a number of publications, including The Wall Street Journal, Reuters, MarketWatch, Yahoo!, various Business Journals, and many more.
Matt Handwerk does financial analysis for Handwerk Consulting, which offers a variety of financial planning services for physicians and senior medical professionals in the state of Pennsylvania. Matt spends his days reviewing all the data collected, especially asset protection, reviewing all documents provided by the family to see where we can reduce risk and save money. Every idea that comes out of a meeting usually requires several steps to implement—and that’s when Matt is involved with optimization and implementation of the family’s finances. He enjoys seeing the strategies implemented successfully and knowing the family’s interests are being expressed, while helping them save money and better understand the complex accounting, legal, and financial framework in which we live.
Primarily in the accounting industry and helping clients with tax returns, Matt is also the owner of Advanced Accounting and Tax Solutions, a full-service accounting and consulting firm out of Lansdale, PA. Matt has a bachelor’s degree from Penn State, an MBA from Lehigh University, has his Enrolled Agent license from the IRS to be a tax expert, and is currently pursuing his financial licenses. Outside of work, Matt and his wife enjoy traveling, meeting up with friends, visiting local favorites in surrounding towns, and spending time at home with their cat-dog (a cat that goes outside on walks). To learn more about Matt, connect with him on LinkedIn.
Jenny Handwerk is the head of operations at Handwerk Consulting, which offers a variety of financial planning services for physicians and senior medical professionals in the state of Pennsylvania. Keeping paperwork organized and easily accessible, Jenny is an invaluable resource when preparing for meetings with families and is their go-to contact for communications and scheduling.
Outside of work, Jenny enjoys spending time in the Poconos and in Hilton Head with family. Her hobbies include cooking, exercising, being in nature (where she likes to hike, bird-watch, and garden), taking her two chocolate labs on a walk, and spending time with her two Ragdoll cats.
Jeff Handwerk helps with the back-end technical work of analyzing data and putting together reports for Handwerk Consulting, which offers a variety of financial planning services for physicians and senior medical professionals in the state of Pennsylvania. Although our families don’t meet with Jeff, he is a reliable and integral part of sifting through the mountains of financial data and analyzing the computer systems. When he’s not at work, Jeff enjoys grilling outside when the weather is nice, spending time with his Ragdoll cat, redecorating his new townhouse, and interacting with his neighbors. He also likes to take walks in a park close to home and visit friends all over the country.
Do you want to experience the difference of working with a CFO who is your personal financial guide? Contact us today to learn more.