About
Our Team
Collaborative Partners
DeLauretis Wealth Management (DWM) strongly believes in creating a community of multi-faceted professional advisors. Our team is dedicated to collaborating and helping our clients achieve their full financial potential with real peace of mind.
Leverage Our Connections
We have curated a selection of external professionals from various disciplines, respected and valued for their knowledge and expertise.
These professionals share DWM’s mindset and collectively aim to empower hardworking individuals, families, and business owners to achieve their financial goals and dreams.
Introduce Your Team
At DWM, we understand the importance of collaboration and are happy to work with your existing team should you have one in place.
We strongly recommend introducing your team early on in our professional relationship to maximize the benefits of our combined efforts.
Our curated advisors are always willing to collaborate, ensuring everyone works together seamlessly for your benefit, rather than operating in traditional silos. Our goal at DWM is to promote a cooperative spirit that ensures mutual success for all parties.
Real Wealth Management
Collectively and collaboratively, we will educate, advocate and steward responsible accumulation, growth, preservation and transition of wealth from one generation to the next.
This is the Real Wealth Management process that DWM implements.
Contact Us
By working together, we can ensure that all aspects of your financial planning are seamlessly integrated, providing you with a comprehensive and cohesive strategy tailored to your unique needs.