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Retirement Wealth Management
Retirement Wealth Management, LLC acts as retirement plan fiduciaries, emphasizing a higher standard of care and ethics. The firm works for the sole benefit of...
Retirement Wealth Management
Retirement Wealth Management, LLC acts as retirement plan fiduciaries, emphasizing a higher standard of care and ethics. The firm works for the sole benefit of its clients, putting their interests first, and focuses on retirement plans and lifetime income.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Peachtree Corners
Principals
Joe Derickson
Founder and CEO
Gary Skeen
Benefit Consultant
Melissa Derickson
Director of Client Services
Frequently asked questions
What investment strategies does the firm employ for clients?
The firm constructs portfolios using publicly traded securities, including mutual funds, exchange-traded funds, individual equities, and fixed-income instruments, aligned with standard retirement-income planning methodologies. The strategy centers on liquid, marketable assets rather than the private equity, venture capital, or direct real estate investments typical of institutional allocators and family offices.
Does Retirement Wealth Management make direct private-market investments or co-investments?
There is no public record of the firm deploying capital into direct private-market transactions, co-investments alongside general partners, or pooled private funds. The practice is anchored in liquid public markets through traditional brokerage and custodial platforms, without the private investment infrastructure common to family offices and institutional asset managers.
What is the firm's regulatory posture and fiduciary standard?
As a registered investment advisor, the firm is subject to SEC regulation and operates under a fiduciary standard requiring it to act in the best interests of its individual clients. This regulatory framework emphasizes suitability, disclosure, and fee transparency for retail investors, distinct from the exempt reporting adviser or family-office exemption structures used by many private investment firms.
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