Helping You Build Wealth

Our Services

Creating Your Personalized Structured Wealth Plan

DeLauretis Wealth Management takes a comprehensive financial planning approach to achieve our clients’ goals of wealth accumulation, financial protection and security.

DeLauretis Wealth Management helps you & your family achieve all your financial, lifestyle & legacy goals.

We help you live the life that you PLAN to live.

So you can experience the most from your wealth, throughout the different stages of your life, generation after generation, with your peace of mind at the forefront.

Our Services

Financial Planning

Building a long-term financial plan that aligns with your goals and lifestyle.

Investment Planning

Creating an investment strategy based on your goals, risk tolerance and capacity.

Insurance Planning

Analyzing your current policies, assessing your needs, and making updates.

Insurance Planning

Analyzing your current policies, assessing your needs, and making updates.

Retirement Planning

Implement a solid set of strategies to achieve financial independence by targeted date.

Retirement Planning

Implement a solid set of strategies to achieve financial independence by targeted date.

Estate Planning

Inspiring the creation of your Estate Plan with intent, purpose and meaning.

Cash Flow Planning

Understanding your cash flow is the foundation to any comprehensive financial plan.

Build your wealth with us.

This site is not the property of Desjardins Financial Security or Dejardins Financial Security Independent Network. They do not have any control over the content or the use of the site. Desjardins Financial Security and Dejardins Financial Security Independent Network shall not be liable or responsible to any person for any harm, loss or damage (whether arising in contract, tort, negligence or otherwise) that may arise directly or indirectly from this site, the use, inability to use, or malfunctioning of this site or the information contained herein, including any direct, indirect, special, third party or consequential damages. This site is not the property of Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities. Desjardins® and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under license” and “Mutual funds are distributed by Desjardins Financial Security Investments Inc.”

Who We Are

What We Do

Contact Us

Copyright © 2023 DeLauretis Wealth Management. All rights reserved. Privacy Policy.