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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When to start? Should I continue to work? How can I maximize my benefit?
Retirees traveling abroad need to know that their health insurance travels with them.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
What if instead of buying that vacation home, you invested the money?
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.