Welcome to Delgado Wealth Management, LLC
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Delgado Wealth Management, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
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Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.
Understanding tax strategies can potentially help you better manage your overall tax situation.
Managing your money involves more than simply making and following a budget.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
When you’re married and have children, insurance needs will be different.
Five strategies for managing your student debt.
Purchasing homeowners insurance is critical for protecting your home.
Your credit score may influence how much you pay for auto and home insurance.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The federal government requires deceased individuals to file a final income tax return.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
All about how missing the best market days (or the worst!) might affect your portfolio.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.