Business Details
Your Trusted Partner for Financial Planning Solutions
At DeLauretis Wealth Management, we specialize in helping families and individuals achieve their financial, lifestyle, and legacy goals through a comprehensive, collaborative approach. Our team of certified professionals employs a goals-based methodology to create personalized wealth management strategies, integrating expertise from multiple financial disciplines. With over two decades of industry experience, we focus on long-term wealth accumulation, protection, and distribution while maintaining a family-centric philosophy. Our services span financial planning, investment management, insurance analysis, retirement strategies, estate planning, and cash flow optimization. We distinguish ourselves through proactive client engagement, regular plan updates, and a commitment to understanding each client's unique aspirations.Backed by certifications including Certified Financial Planner, Real Wealth Manager, and Certified Executor Advisor, our team prioritizes transparency, ethical practices, and client education. We serve business owners, professionals, and multi-generational families during critical life transitions, offering coordinated solutions that evolve with changing circumstances. Our collaborative approach extends to working with external specialists when necessary, ensuring holistic financial guidance. Client testimonials highlight our expertise in complex situations like divorce financial planning and executor support, demonstrating our ability to navigate both routine and exceptional financial challenges. Through regular check-ins and a focus on 'living plans,' we maintain relevance in our clients' dynamic financial journeys.
Services
Financial Planning
Investment Planning
Insurance Planning
Retirement Planning
Estate Planning
Cash Flow Planning
Highlights and features
- We offer a collaborative team approach with multi-disciplinary financial experts
- Our customized strategies adapt to clients' evolving life circumstances
- Team holds advanced certifications including CFP, RWM, and CEA designations
- Proactive financial check-ups ensure plans remain current with life changes
- Proven expertise in complex financial transitions like divorce and estate planning
Associations and certifications
- Certified Financial Planner (CFP)
- Real Wealth Manager (RWM)
- Certified Executor Advisor (CEA)
What people say
Experienced advisors
Personalized approach
Proactive planning
Comprehensive solutions
Trustworthy guidance
Services
Financial Planning
We develop comprehensive financial plans aligned with personal goals and lifestyle needs. Our approach considers current financial status, future aspirations, and risk tolerance. Certified planners create actionable roadmaps for wealth growth and protection across different life stages.
Investment Planning
Custom investment strategies are designed based on individual objectives and risk capacity. We analyze market conditions and financial goals to create diversified portfolios. Ongoing monitoring ensures investments remain aligned with changing circumstances and market dynamics.
Estate Planning
Our estate planning services help create meaningful wealth transfer strategies. We coordinate wills, trusts, and legal documents to ensure asset distribution according to client wishes. The process includes tax optimization and executor support planning.
Retirement Planning
We develop retirement strategies targeting specific financial independence dates. Services include income projections, pension analysis, and sustainable withdrawal planning. Our approach considers healthcare costs and longevity factors for long-term security.
Cash Flow Planning
This foundational service analyzes income and expenses to optimize financial health. We help clients understand spending patterns and identify savings opportunities. Cash flow management ensures sufficient liquidity for both immediate needs and future goals.
People
Marie DeLauretis
President/Founder
Certified Financial Planner with 20+ years experience, specializing in wealth management and executor advisory services. Holds RWM and CEA designations, licensed in Alberta and Ontario.
Jenna Weseen
Associate
Executive Operations Manager with financial services experience since 2021, licensed in Alberta with mutual fund and insurance qualifications.
Questions
What financial planning services do you offer?
We provide comprehensive services including investment planning, retirement strategies, estate planning, insurance analysis, and cash flow management tailored to individual needs.
How do you work with clients during major life changes?
Our team specializes in navigating transitions like divorce, retirement, and estate planning, offering specialized financial guidance and executor support services.
What makes your approach different from other advisors?
We combine certified expertise with collaborative planning, integrating multiple financial disciplines to create living plans that evolve with clients' changing circumstances.
How often do you review financial plans?
We conduct regular check-ins and updates to ensure plans remain aligned with clients' goals, typically annually or when significant life changes occur.
What credentials do your advisors hold?
Our team includes Certified Financial Planners, Real Wealth Managers, and Certified Executor Advisors with specialized licenses in financial and insurance services.
How do you help clients prepare for retirement?
We create personalized retirement strategies considering income needs, tax implications, healthcare costs, and longevity factors to ensure financial independence.
