Our founder, Derrick Handwerk, has been through tough times. When he was just a young boy, his father was killed in the line of duty as a police officer, leaving his 25-year-old mother widowed with two young sons to take care of and no education. Through hard work, Derrick made his way to where he is today, and he will never take this work or his success for granted. 

Because of his experience, Derrick is passionate about helping other families protect themselves and their assets. At our firm, we won’t actively trade stocks or try to beat the market. Instead, we get to know you on a deeply personal level and make sure the pieces of your financial picture fit together. Under our guidance, financial decisions will not be haphazard or random and our next-level thinking will help you implement a comprehensive and cohesive financial plan. 

Chances are, you’ve never seen a company like ours before. We work very closely with a few select affluent families so we can dedicate the time it takes to plan and execute a holistic wealth strategy. As your Personal CFO, we incorporate advanced financial planning topics to ensure that you’re not overpaying on taxes, your assets are protected from an unjust malpractice suit, your estate is in order, you have an exit plan for your business or retirement, and much more. 

We are a Family Office that only works with affluent investors and helps resolve issues a family may not even realize they have. We go beyond investment management and deliver results for our clients. We have a team of idea-driven, proactive, results-oriented problem-solvers who can help you prioritize your financial puzzle and implement the ideas. An idea is worthless unless it is put into practice. Contact us today to get started.

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