Independent advice.
Thoughtful planning.
Built around you.
An independent wealth management firm in the Akron, Ohio area, helping individuals, families, and business owners make confident financial decisions.
Services We Provide
What we do
Investment Account Management Thoughtful, ongoing management of your investments based on your goals, time horizon, and overall financial picture.
- Personalized portfolio management
- Tax-aware investment decisions
- Accounts custodied at Charles Schwab
IRAs & Retirement Planning Whether you're years from retirement or already there, we help coordinate your investments with the bigger retirement picture.
- Traditional and Roth IRAs
- Retirement income planning
- Contribution and withdrawal strategies
Account Rollovers & Consolidation Old 401(k)s and scattered investment accounts can make your finances unnecessarily complicated. We help you understand your options and bring things together when appropriate.
- 401(k) and retirement plan rollovers
- Consolidating investment accounts
- Coordinating accounts around one strategy
Comprehensive Financial Planning Financial decisions rarely happen in isolation. We help connect your investments with the rest of your financial life.
- Retirement preparation
- Cash-flow and goal planning
- Major financial decisions
Tax-Aware Investing & Cash-Flow Planning Tax considerations and cash flow can materially affect financial decisions. Our approach incorporates both into the planning and investment process.
- Tax-aware portfolio decisions
- Capital gains and withdrawal planning
- Cash-flow organization and projections
College Savings & 529 Plans Planning for education can start well before college. We help families evaluate savings strategies and incorporate education goals into their broader plan.
- 529 college savings plans
- Education funding strategies
- Coordinating college and retirement goals
Select a service to see what it covers.
Investments, taxes, and cash flow are not separate issues. They are pieces of the same picture.
About Alec
Alec Derrig, CPA, CFP®
A background in public accounting and private family office finance, and a belief that clients should understand their finances rather than simply be told what to do.
Plan with purpose.
Invest with confidence.
The goal is not to make financial planning more complicated. It is to help simplify it.