When you have independent wealth, the last thing you want to do is mismanage your money in a way that compromises your independence. The financial professionals at Shahen Derderian & Associates (SDA) are here to help ensure that this does not happen to you. We focus on managing your wealth in a way that meets sound financial goals, while addressing the wants and needs of your lifestyle and your personal vision of living life to the fullest.
Approach the Future with Confidence
The financial decisions you make today can have a ripple effect on your financial future. When the decisions involve significant amounts of money or high-value assets, it’s essential to make informed decisions with the help of experienced financial advice. SDA provides the knowledge you need to comprehensively manage your wealth, from daily lifestyle expenditures to monitoring the long-term performance of portfolio investments.
Big Firm Knowledge, Small Firm Approach
SDA takes pride in offering the level of knowledge and service you would receive from a large financial firm, while taking a highly personal approach to service that many big firms lack. At SDA, you are known as a person and not simply a client. Because we serve a select range of clientele, we spend more time assisting them than many large firms would, and for a lower price. We aspire to nothing less than fully managing your high net worth financial needs.
Simplify Your Everyday Financial Life
One of the ways that wealth can bring freedom is by freeing you from overseeing daily finances. SDA can handle your cash flow and bill payments to ensure that you always have the money you need, when you need it, and that your accounts remain in good standing. Considering how much money is invested in daily living, it only makes sense to have cash flow and payments professionally managed. It brings a whole new meaning to “financial freedom.”
We specialize in the following service areas:
- Music & Entertainment
- Family Office
- Trustee Services
- Independent Film Accounting
To learn more about our company and what we offer, please contact us for a consultation.