When Derek Miser set out to take on the world, his first gig was to build an outdoor concert amphitheater, something a 20-something kid should always attempt starting out of school. All the things that came with it, lessons learned, successes, challenges and the relationships built with people twice his age along with the capital funding responsibilities, Derek was on a fast-track to something big.
Derek just doesn’t think small. It’s never been his thing. Today, as leader, owner and Chief Managing Member of Miser Wealth Partners, Mr. Miser has continued his quest to achieve the remarkably big.
Just like any financial planner, Derek worked for the bigger, more funded and nationally recognized wealth management companies. He built Miser Wealth Partners to offer all the things you might expect from a company who deals with investment portfolios, but through his mindset of building something bigger and better, he took on legal and tax divisions as well. These all interconnect with those who need financial planning assistance and with them “all under one roof,” as Derek frequently reminds anyone who will listen, you have a clear, confident and safer investment trust.
Today, Miser Wealth Partners has two locations, one in Farragut and one in Tellico Village, all in beautiful East Tennessee. Of course there is a plan. The company has been successful in gaining clients throughout the United States but one area that seems to partcularly like what they have to offer is Tellico Village. Residents, most of whom are at or near retirement age, have been pleasantly surprised by the capabilities and comprehensive approach to Miser Wealth Partners and the buzz around town has enabled the company to build an office right in “the Village” in order to better serve the community.
The successes of Miser Wealth Partners hasn’t come from simply being good at what they do. And it’s not from building a comprehensive approach to serving its clients. Sure, it’s both of those things. But it’s the ability to help serve the community through its wealth management, tax and legal seminars held right in Tellico Village. Residents have been taking advantage of this free opportunity to learn more about the issues and challenges and updates in law, tax and investment arenas.
Building Miser Wealth Partners was not simply an overnight thing and successes came with innovation, forward-thinking ideas and the commitment to stay the course. These are all things that you would want in a financial planning partner. These are the things that make Miser Wealth Partners THE lifelong partner for your own personal well-being.
Colloredo & Associates recently launched Miser Wealth Partners new website. Along with managing social media, marketing planning and execution and building the branding presence, Colloredo is proud to be part of this incredible business. And we’re proud of the work thus far in helping mold the image for the public and help continue the vision of Derek Miser. Look for Miser Wealth Partners in Farragut and Tellico Village in Tennessee.