ABOUT US
Delancey Wealth Management
Reaching your financial goals requires a coordinated effort between accountants, attorneys and other professionals with whom you may have a relationship. Delancey Wealth Management simply connects the dots, making sure everyone is on the same page, while providing comprehensive financial planning advice to families and small business owners.
“People often confuse their self-worth with their net worth when it’s not the luxury car that makes you happy but the person in the passenger seat and the things in life that give both of you a sense of purpose.”
Ivory Johnson, CFP®, ChFC
Founder & CEO
Why Choose Delancey Wealth?
Achieving Growth Through Collaboration
During the wealth accumulation phase, our job is to make sure your portfolio is suitable for the environment of today and that your objectives are clearly defined. As you get closer to various milestones, protecting these assets against taxes, adverse market conditions or unforeseen losses becomes paramount. Comprehensive financial planning synchronizes all of these matters into a succinct and understandable game-plan to help you reach your destination.
Delancey Wealth Management’s ability to communicate intricate financial issues into easy-to-understand terms has served their clients well. With over three decades of helping families and small businesses create and protect wealth, they have seen the benefits of developing a financial game-plan. They combine their extensive professional and academic experiences to diagnose an increasingly complicated world.