Derek McGee

With a career dedicated to helping high-net-worth individuals manage and preserve their wealth, Derek brings a disciplined yet personalized approach to wealth management. Serving a select group of clients allows him to provide an elevated, boutique-level experience—one defined by discretion, deep relationships, and tailored strategies that align with each client’s unique vision and goals.

From sophisticated investment management to strategic tax, estate, and legacy planning, Derek delivers a comprehensive, high-touch experience designed with a goal to protect and enhance wealth while simplifying complexity. For clients who value a dedicated partner and an uncompromising standard of service, Derek offers a truly bespoke relationship that strives to ascend your wealth.