Broker Check
Delgato Wealth 

3322 Clay Ave
Orlando, FL 32804

(407) 462-5486

Get Office Directions

 

Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries

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

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

View all videos arrow