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.
Resource Center Links
Retirement
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Estate
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
Insurance
A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.
Tax
Understanding tax strategies can potentially help you better manage your overall tax situation.
Money
Managing your money involves more than simply making and following a budget.
Helpful Content
Debt Stress
There’s a link between debt and stress.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Saving for College 101
Here’s a crash course on saving for college.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.