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ABOUT US
The Firm
If you're
looking for a stuffy, impersonal investment firm,
staffed with hundreds of employees trying to keep track
of thousands of investors well, we're not that firm.
At
DeRamus Wealth Management we're big on service and being
good at what we do. That's the way we prefer to do
business. But more importantly, it's the reason so many
of our clients keep coming back. They'll tell you we're
comfortable, friendly, and genuinely interested in
helping you achieve your goals - plain and simple. And
isn't that what you really want from your advisors who
help you manage your money?
Our commitment to providing exemplary financial
solutions and services to business executives, their
employees, and professionals has earned us a reputation
as one of today's leading independent financial
consulting firms. How did we do it? By remaining focused
on what's important - you!
At DeRamus Wealth Management you will find that we
deliver:
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Proven investment and insurance strategies and
solutions |
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Personalized financial planning and consulting
services |
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Access to tax planning, estate planning, and
other related specialists; and |
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Reasonable fees for our work |
Everything it takes to help get you from where you are
to where you want to be.
So, if you want to place your financial future in the
hands of a big, brand-name investment firm where you're
known by your social security number, we can't help you.
But if you're looking for a company that believes in
honesty, integrity, and loyalty, you've come to the
right place.
VSR
First Clearing, LLC
Your
brokerage firm has selected
First Clearing, LLC to hold the assets in
your account. A registered broker-dealer and
non-bank affiliate of Wells Fargo & Company, First
Clearing is a leading provider of clearing and
custody services to quality financial institutions,
including one of the largest retail brokerage firms
in the United States. FCC services include
transaction execution, operational support, and the
production of account statements and tax reporting
documents.
Call us today, and let us help make your future dreams
come true.
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