We focus on your goals and work with all areas of your financial life--tax preparation and planning, investment strategies, education planning, insurance, estate planning, retirement planning, budgeting, and more--to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work together, providing you with easy-to-understand recommendations and helping you implement them every step of the way. Fee Only Financial Planning
Bellerophon Wealth Management is a financial planning practice in West Ashley, Charleston, led by Trent Derrick, CMT. We work with small business owners, professionals, physicians and families preparing for retirement. Services include financial planning, retirement planning, investment management, retirement plans for small businesses such as SEP IRA, SIMPLE IRA and 401(k) plans, tax-aware planning coordinated with your CPA, and estate planning coordinated with your attorney. Meetings are by appointment at our office at 1032 Savannah Highway. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
