Derek Kitchen Wealth Advisory Group

Let’s be real: the world is full of people who will tell you that managing your wealth is as simple as plugging numbers into a spreadsheet and letting the formulas do the heavy lifting.  But here at Derek Kitchen Wealth Advisory Group, we know life isn’t lived inside a spreadsheet—and, neither is real financial advice. Yes, we’re pros with the numbers, and spreadsheets are nice, but we never lose sight of the fact that the magic of real financial advice happens where your dreams, worries, burning questions and late-night what-ifs live. That’s the real math we’re interested in. 

Before we map out any financial strategies, we invest the time to deeply understand not just your current situation and future aspirations, but also the unique motivations, values, and driving forces—your big, bold ‘why’—that shape the life you want to build. Our mission?  To equip you with a sense of security and a spark of excitement for whatever comes next—because, honestly, what’s the point of money if it doesn’t help you live a life you love?  That’s our philosophy, and frankly, we wouldn’t trade it for all the spreadsheets in the world.

Contact us to learn more about how we can help.