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WHO WE ARE

Guiding Your Path
To Prosperity

At Delancey Wealth Management, our dedicated advisors guide you through every step of your financial journey. We offer a comprehensive, strategic approach backed by an unwavering commitment to your success.

With our expert guidance, you can achieve financial independence, maximize your wealth through tailored investment plans, and safeguard your assets with our wealth protection solutions.

Let us help you attain financial peace of mind through personalized strategies and trusted advice.

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FINANCIAL SERVICES

Your partner in financial security

Financial Planning

We provide comprehensive financial planning, helping you to determine how you can meet your life goals through proper management of your financial resources. Not sure what you need?

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Retirement Planning

Let us show you how to fund those retirement dreams, with a professional analysis of your current resources, a viable strategy that accommodates various market conditions and tax exposure at that time.

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Portfolio Management

We offer the strategic selection and oversight of investments to help you achieve your financial goals while managing risk. Get peace of mind with regular financial updates and advice with easy access to your account.

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Estate Planning

We understand that your family and the legacy you leave are important to you. Our process will help organize your assets and wishes to ensure a smooth transfer of wealth and protection for your loved ones.

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Risk Management

Our risk management solutions help you identify potential risks and protect you and the people you care about from unforeseen losses by ensuring you have the right coverage for life, health, disability, and other uncertainties.

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Bitcoin & Cryptocurrencies

Let Delancey Wealth Management’s experienced team help you navigate the opportunities and risks of digital assets, ensuring they align with your overall financial strategy and risk tolerance.

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    DISCLOSURE: Delancey Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Advisory Services offered through Consolidated Portfolio Review. For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/discl