At Derbend, we know that highly specialized situations call for highly specialized strategies. We will create a customized plan for you that considers all of the factors that could impact your finances. Our goal is to make a plan that keeps you on the right path to achieve your financial wellness.
DISCOVER THE DERBEND DIFFERENCE
Specialized Investment Strategies
Recommendations That Serve Your Best Interest
Experience You Can Count On
Let's have a conversation
Because of our fiduciary duty to serve our clients' best interests with integrity, you can feel confident discussing your financial goals. We want to sit down and talk about the things that are most important to you and set you up for financial wellness.
WE’LL BUILD A PLAN
Based on your specific needs, we will craft a plan to achieve your financial goals. Our plan will be reasonable and practical in light of your current finances and where you desire to be long-term.
WE IMPLEMENT YOUR FINANCIAL WELLNESS PLAN
In addition to putting your financial wellness plan in place, we also manage your portfolio. Your finances are a journey so we will stay by your side, defending your best interests and recommending changes when needed.
Follow through for future success
Keeping our clients on the narrow path often means looking for the best future investment opportunities. We want to help you now and into the future.
Find Confidence AND Clarity in Your Financial Wellness
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Support You Can Count On
As an independent RIA using TD Ameritrade as a custodian, we have access to innovative technology platforms, advisory resources, and highly secured account systems to protect your assets.