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.