Deller Wealth Management
Owner and wealth manager David Deller is a Board Certified Financial Planner™ and Accredited Asset Management Specialist (AAMS®). He has a Bachelor's Degree in Personal Financial Planning from Central Michigan University. He gained experience working for two Fortune 500 firms; Edward Jones and Raymond James. David opened Deller Wealth Management in 2018 to offer transparent fee-only planning, best in class technology, and custom portfolio solutions to clients.
Services we offer:
- Investment Advisement
- Risk Management
- Education Planning
- Longevity Planning
- Social Security Planning
- Estate Planning
- Tax Consultation
- Life Insurance
- Charitable Giving
- Medicare Resources
Clients deserve personalized solutions from professionals they know and trust. At Deller Wealth Management, our focus is getting to know you and your family financially in order to understand your goals. We provide a tailored approach to best meet your financial objectives. We are dedicated to providing the latest technology and resources to clients in an endeavor to create an ideal client experience. The process includes:
- Establishing and defining our professional relationship
- Gathering your financial data
- Analyzing and evaluating your financial status
- Developing and presenting your personalized financial planning recommendations
- Implementing these recommendations
- Ongoing monitoring to make sure your goals are on track
I'm here to help, give me a call today