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Welcome to DSZ Wealth Management

DSZ Wealth Management combines over 15 years of industry experience with a forward-thinking, client-centered approach to financial planning.

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Collaborative and Responsive Financial Professionals

DSZ Wealth Management is focused on providing guidance and educating clients to ensure they feel supported while developing plans through life changes such as retirement.

Meet The Team

Personalized Financial Strategies

Founder Derek S. Zachariah, CRPC®, focuses on getting to know his clients needs to build a plan that meets them where they're at and supports where they want to go.

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Meet Founder Derek S. Zacahriah, CRPC®

Vice President, Financial Advisor, Derek S. Zachariah brings more than 15 years of experience as he launches DSZ Wealth Management. He is excited to continue to grow his practice and continue his work as a detail-oriented, forward-thinking financial advisor who puts his clients first.

Tailored Retirement Strategies

DSZ Wealth Management wants to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. With a focus on retirement planning, your financial advisor is here to provide professional guidance when developing a plan suited to your needs.

Powered by LPL Financial

As financial advisors within LPL Financial’s employee advisor channel, we have access to a wide range of resources and tools that enable us to create personalized financial strategies. This includes robust financial planning software, market research, and investment analysis tools, as well as a diverse selection of investment options from various providers.

This alignment of interests fosters a relationship built on relationships and transparency, enabling us to develop personalized strategies that truly address the unique needs and circumstances of each individual client. Additionally, ongoing professional development, training, and compliance support help us stay updated on industry best practices, regulatory changes, and financial planning techniques.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.
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Introducing the 530A Accounts

Introducing the 530A Accounts

An article explaining 530A Accounts.
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What Does Your Retirement Look Like?

DSZ Wealth Management understands that each individual faces unique challenges in their financial lives. Vice President, Financial Advisor, Derek S. Zachariah takes the time to understand your needs and concerns and specialize in crafting a plan tailored to address your financial goals and objectives. Articles, videos, and calculators focused on retirement can be found in our resource library by clicking the button below.

Have a Question? Talk to a Financial Advisor today.

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Our Approach

Our Approach


Your financial advisor is prepared to listen to you and gain a deeper understanding of where you are at in your financial journey. With available professionals providing education and answering questions, you can be better prepared to navigate the complexities of your financial journey.

Our Services

Our Services


The professionals at DSZ Wealth Management bring their financial knowledge to guide you through major life transitions such as retirement and divorce. Your advisor supports you every step of the way through clear communication and regular meetings to stay up-to-date.

Our Philosophy

Our Philosophy


Your advisor believes in the difference good listening and a detail-oriented approach can bring to the client experience. The team brings an understanding that the financial landscape is everchanging and fostering solid relationships through consistent communication is critical to financial planning.

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