Who We Serve

Professionals

You’ve worked hard to build a successful career, and your financial life reflects that. Whether you’re climbing the corporate ladder, negotiating complex compensation packages, or planning for early retirement, the stakes are high.

At Bellerophon Wealth Management, we specialize in financial planning for professionals, helping high-achieving individuals like you make confident decisions with clarity, precision, and strategy.

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Charleston SC small business owners
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Why We Work With Professionals

Your income may be strong, but so is the complexity behind it. Stock options, RSUs, bonuses, tax considerations, and long-term planning aren’t always straightforward, and your financial future shouldn’t be left to guesswork.

As a financial advisor focused on your best interests first and investment consultant in Charleston, Trent Derrick, CMT, works with professionals across industries to bring order, insight, and a long-term strategy to every piece of your financial picture.

What You’re Really Looking For

You want more than just someone to “manage your money.” You want a thinking partner who:
Understands the ins and outs of RSUs, stock options, and performance-based comp
Designs a retirement strategy that reflects your timeline and vision for freedom
Connects your short-term goals with your long-term legacy
Helps you reduce taxes and avoid expensive missteps
Provides straight talk, not jargon, and keeps your plan grounded in your values
Can coordinate with your other professionals, like your CPA or estate attorney
Charleston SC professionals financial advice

And maybe most importantly, you want someone who speaks your language. No jargon. Just clarity, strategy, and results.

What We Deliver

We provide comprehensive financial planning and wealth management for professionals who want to make smart, lasting moves.
RSUs & Stock Options Guidance
Equity-based comp can be one of your most powerful assets—or one of the most confusing. We help you understand the tax implications, timing decisions, and integration into your broader financial plan.
Retirement & Financial Independence Planning
Whether you’re retiring early, on time, or not at all, we’ll build a flexible, tax-aware plan that supports your ideal lifestyle without sacrificing peace for your future.
Investment Strategy & Portfolio Alignment
Your career is already full of moving parts. We help simplify your investment life and align it with your risk tolerance, growth goals, and values.
Tax Strategy & Coordination
We coordinate with your CPA or tax professional to make sure your investments and compensation strategies are working for you, not against you.
Legacy & Estate Planning Support
You’ve built something meaningful. We help you preserve and design a legacy that reflects your values and priorities, whether that’s family, philanthropy, or both.

Because Success Should Be Supported

You’ve earned more than a paycheck—you’ve earned the freedom to make choices that reflect what matters most to you. Let’s make sure your financial plan is as intentional, strategic, and forward-looking as your career.

Your future deserves more than autopilot. Let’s build it together.

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