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.
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Retirement and Quality of Life
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.
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
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
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.