Derick | President | Wealth Abundance Wealth Management WI

Derick Schuhart

Derick Schuhart, LUTCF, Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), is the President of WealthAbundance Wealth Management. Derick began his career in the financial services industry with a Fortune 500 company in 1998. In 2005, Derick created WealthAbundance, an independent wealth management firm. WealthAbundance specializes in coaching investors by implementing proven, evidence-based investment strategies grounded in over 90 years of academic evidence that creates abundance and peace of mind for you and your family. We solve the problems the financial community creates by providing clarity, confidence, and purpose to your investing plan. I coach investors by providing a proven investment process that proactively makes your investing experience more predictable. Derick frequently conducts investor education classes in the Fox Valley, as well as teaching seminars pertaining to retirement planning, investing, asset allocation, and 401(k) utilization. Derick holds the professional designation of Life Underwriting Training Council Fellow, Chartered Retirement Planning Counselor, and Accredited Wealth Management Advisor.

Derick is a financial advisor located in Menasha, WI. In 2016 he was awarded a 5 Star quality rating and admitted to Paladin’s Registry.

Paladin Registry uses an objective research process to determine who is profiled in the Registry. Advisors must be willing to practice full transparency. They must complete Paladin’s rigorous due diligence process that focuses on their expertise and ethics. And lastly, they must also score in the 90th percentile or higher when Paladin’s proprietary algorithm rates the quality of their credentials, ethics, business practices, and services.

 

Derick | President | Wealth Abundance Wealth Management WI