Who We Serve

Small & New Business  Owners

You built your business from the ground up: putting in the hours, taking the risks, and carrying the weight of every decision. You don’t just fuel your own success — you support families, create jobs, and strengthen your community.

At Bellerophon Wealth Management, we see you. As your small business financial advisor, we’re here to support entrepreneurs with the same dedication you pour into your business every day — providing the clarity and strategy only a trusted financial advisor for entrepreneurs can deliver.

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Why We Work With Business Owners

Small businesses don’t just drive the economy; they shape the fabric of local communities, especially in places like Charleston, SC. But owning a business also means juggling responsibilities that go far beyond your products or services. Taxes, cash flow, retirement planning, succession strategy. There’s a lot on your plate.

That’s why Trent Derrick, CMT, has made it his mission to help entrepreneurs like you make confident, clear financial decisions. As a fiduciary financial advisor and independent investment consultant in Charleston, Trent partners with small business owners to lighten the load and let nothing important fall through the cracks.

What You’re Really Looking For

You want a strategic partner who:
Understands how deeply your personal and business finances are connected
Offers investment advice for growing businesses
Knows the tax landscape and can help you navigate it
Can coordinate with your CPA or connect you to one
Helps you prepare for transitions like succession planning or selling your business
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And maybe most importantly, you want someone who speaks your language. No jargon. Just clarity, strategy, and results.

What We Deliver

We offer holistic financial planning built around your life and business. Here’s how we help:
Small Business Retirement Plans in Charleston
We consult on SIMPLE IRAs, SEP IRAs, and 401(k) plans, helping you design tax-efficient strategies that attract and retain talent while supporting your long-term goals.
Business Succession & Exit Planning
Whether you’re thinking about transitioning ownership, selling, or passing the business to family, we help you build a clear, financially sound roadmap.
Tax Strategy & Coordination
Taxes are likely your biggest business expense. We work alongside your CPA (or connect you with one) to implement proactive, integrated strategies.
Personal Retirement Planning
You spend so much time investing in your business—who’s helping you invest in your future? We make sure your personal retirement plan is just as strong.
RSUs and Stock Options Consulting
If your business offers equity-based compensation, or you’ve received it yourself, we’ll help you navigate the tax impact and integrate it into your overall plan.
Investment Strategies for Professionals
We align your investment portfolio with your growth goals, both business and personal. Whether you’re scaling or stabilizing, you’ll get smart, tactical advice tailored to your path.

Because Your Business Deserves More

Let’s build a stronger financial future—for you, your business, and everything you’re working toward.

You didn’t take the easy path—you took the right one. And you shouldn’t have to do it alone. Whether you’re building your business, expanding it, or planning your exit, we’ll help you do it with intention, strategy, and confidence.

Start Your Journey
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Ready to build a retirement plan that’s as driven as you are? Let’s talk.

Schedule Your Consultation