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 at DeLauretis Wealth Management

Financial Planning

Building a long-term financial plan that aligns with your goals and lifestyle.
Investment Planning at DeLauretis Wealth Management

Investment Planning

Creating an investment strategy based on your goals, risk tolerance and capacity.
Insurance Planning at DeLauretis Wealth Management

Insurance Planning

Analyzing your current policies, assessing your needs, and making updates.
Insurance Planning at DeLauretis Wealth Management

Insurance Planning

Analyzing your current policies, assessing your needs, and making updates.
Retirement Planning icon

Retirement Planning

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

Retirement Planning

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

Estate Planning

Inspiring the creation of your Estate Plan with intent, purpose and meaning.
Insurance Planning at DeLauretis Wealth Management

Cash Flow Planning

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

Build your wealth with us.