Achieving what's most important begins with advice you can trust

Today, trusted financial advice is more important than ever. As your Financial Advisor, I take my responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of our conversations. It helps me learn all I can about you so we can address your most important priorities. What's more, if your circumstances change over time, or new opportunities arise, I can adjust your plan to ensure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or creating a giving strategy for the people and causes that mean so much, we are well positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals–no matter what the environment.

Upcoming events

Date Time Event
October 13, 2014 09:00 AM EST Coffee & Conversation
November 10, 2014 09:00 AM EST Coffee & Conversation
December 08, 2014 09:00 AM EST Coffee & Conversation
January 12, 2015 09:00 AM EST Coffee & Conversation
February 09, 2015 09:00 AM EST Coffee & Conversation

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Investment Insights


Derek G. Frosh

Derek G. Frosh, CFP, CIMA
Senior Vice President Wealth Management
Financial Advisor
Portfolio Management Program Financial Advisor

380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

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