The Early Data: Finding the Satisfaction Ceiling
As a certified healthcare executive and an advisor to exclusive UHNW peer-to-peer networks, Miles was uniquely positioned to observe a growing disconnect. It is important to note that the target audience—Private Clients—generally possess north of $2M in investable assets. While these clients achieved extraordinary financial success, an underlying anxiety persisted: the fear of a long life lived without the energy to enjoy it.
Early behavioral data confirmed this observation:
- The Health-Happiness Correlation: Research globally began to solidify the statistical relationship between sustained wellness investment and markers of happiness and life satisfaction. For those who had eliminated financial insecurity, health became the final, unconquered frontier of fulfillment.
Derrick Miles' interdisciplinary experience was the catalyst for the movement's creation. He understands the language of both investments and healthcare services:
- Healthcare Executive Acumen: His background provided an intimate knowledge of healthcare delivery and the systemic factors that truly drive health outcomes. At the age of 31, Miles became the CEO of a speciality hospital on the campus of an academic medical center (AMC). This high-pressure role, which included extensive hospital operational responsibilities at the AMC, forced him to adopt an innovative mindset focused on efficiency and optimal outcomes—a philosophy he later applied as the founder of a private client health & wellness company, leading to collaborations with bulge bracket banks, family offices, and entire affluent towns.
- Financial Professional Discipline: His financial licenses and advisory practice gave him a front-row seat to the planning gaps of the affluent. His focus includes advanced strategies like tax harvesting through Separately Managed Accounts (SMAs) and optimizing the power of multiple professionals reviewing client accounts for superior tax efficiency and wealth generation.
The Movement Defined: Integrated Healthspan Planning
For Miles, this integration is the defining mission of his advisory role, which he formalizes with his personal tagline: Advisor to Private Clients and Family Offices. He ensures that every strategic move—financial or physiological—is aligned toward one ultimate goal: guaranteeing that his families retain the vitality and cognitive function necessary to fully enjoy the legacy they have spent a lifetime building.
The movement he started has fundamentally redefined what success means for the world's most successful people.
https://www.linkedin.com/in/derrickmiles/
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Source: Healthspan Wealth Management Group
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