FAQs

• How are you different from every other firm? 
• How will you get to know me, my goals, and my family? 
  
• How can I work with you if you don't have a physical office? 
• I'm not very good with technology, could we still work well together? 
• I'm really busy and don't want to be involved in the details of my account management. Do I have to talk with you every few months? 
• I've always managed my investments on my own. Will you keep me updated on all the details and portfolio updates?
  
• I don't feel like I fit into one of the three cateogories on your home page. Can you still help me? 
• What type of service can I expect from you and your team? 
• I've never spent time on a financial plan, I just save what I can. Can you still assist? 
• I'm ready to connect with you, how can I get in touch? 

• I need to speak with Derrick before my next scheduled meeting. How can I get on his calendar? 
• I forgot the username/password for my client login. 
• My CPA/tax preparer needs statements or other forms from you. How can they get in touch? 
• I have a friend/family member that's interested in meeting you. How can you help? 

The answers to our most asked questions are in the link below.

Or feel free to call 928-421-0002 or derrick@ryleighwm.com anytime! 

This information is useful no matter where you have your accounts. 

• Where can I get general information about many relevant topics are discussed including issues like alternative and complex investments, financial markets, and cybersecurity? 
  FINRA Investor Insights 
  
  
• What is the purpose of the Form CRS (Client Relationship Summary)? 
  
  These helpful videos explain why you receive this from us: 
  1) Understanding the different types of companies and individuals involved
  
  2) Questions to consider when you meet with a financial professional
  
  3) Understanding how different companies charge for different services