How We Work

Delta Wealth Management will build a portfolio customized for you.

We sit down with you for a detailed conversation about your specific goals, needs, tolerance for risk, and more.

• Tell us about your needs, your financial concerns and problems, your plans for retirement?

• Why are you looking to a third party to manage your wealth and advise you on investments?

• What specific service are you looking for us to handle?

Delta Wealth Management then works to address all those questions and concerns.

Our clients typically come to us with investable assets between $500,000 to $10 million.

This is often all their money, so we feel a great deal of responsibility to guide them down the right path to building and protecting that wealth.

Why ‘Delta’?

Founder Robert DeFruscio explains why the name of the firm relates to how we do business with you.

Our Values

We see ourselves as your partners — we care about you, your family, and your future. We are here for you. We are responsive to your ongoing concerns and are proactive in addressing how market forces may impact your portfolio.

Our fiduciary responsibility to the client comes first and foremost.

Delta Wealth Management is a registered investment advisor (RIA). We have a fiduciary duty to you, our client, to act in your best interests.

We aren’t affiliated with a broker-dealer. We don’t make money from any outside sources. Instead, we earn a fee based on a percentage of the assets we manage.

We give you independent investment advice, with no conflicts of interest, based on your specific financial goals and our strategies.

We have our own Code of Ethics; we’ve proudly committed to this fiduciary duty to place your interests ahead of our own.

Ready to have that conversation?