Strategic Investment Plans | Del-Sette Capital Management NY

Our Big, Hairy, Audacious Goal

At Del-Sette Capital Management, we view our practice as a wine cellar that only has enough room for so many bottles of wine. Once it's full, we can't fit any more bottles in. Likewise, we can only do our best work for so many clients. We only have room for 200 more families with $1,000,000 or more to join the clients that we already advise. To find out if we might be a good fit for you, please contact us to schedule time for a conversation.

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Bill in front of building with the two dogs

Core Purpose

To ensure that our clients can enjoy what matters most to them.

To ensure our clients enjoy what matters most to them means that we strive to make sure our clients have a plan and that they play the plan. We continually update our skills and knowledge and look for obstacles to specific situations in order to ensure retirement success. We want our clients to know that we understand life happens and when it does, we will have their backs to guide them through important financial decision making. In short, we are a steward for our clients' wealth so they and their loved ones can enjoy life, and retirement to the fullest.

About Us

Choosing an investment strategy that is right for you.

You've worked hard to be where you are, and the transition to retirement can be filled with pitfalls. We have a comprehensive process to help you avoid the landmines and guide you in the right direction so you can focus on what matters most to you. Worry should not be part of your retirement vocabulary!

Our Process

Our Services

Financial Planning

Whether it’s owning your own home, funding your children or grandchildren’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.