Nobody knows what the future holds, and the importance of having a plan in place for the distribution of your assets in the event of death or incapacity cannot be overstated. In concert with your estate planning attorney, Del-Sette Capital Management will guide you and help you establish the most appropriate asset protection and transference vehicles. Typical estate planning goals we can help you with include: wealth preservation, tax efficiency, risk management, liquidity, or maximizing the wealth you leave to future generations.
We will help make sure your milestones are reached so you can enjoy a sense of security.
Fee-based financial planning and investment advisory services are offered by Del-Sette Capital Management, LLC, a Securities and Exchange Commission Registered Investment Advisory Firm. Securities and Exchange Commission registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Insurance products and services are offered through Bill Del-Sette. Del-Sette Capital Management and Bill Del-Sette are affiliated.
Del-Sette Capital management is not a law firm and does not provide legal advice. See Full Disclosure.
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Del-Sette Capital Management LLC
1332 Union St, Schenectady, NY 12308 | Tel. (518) 793-3851
Del-Sette Capital Management is a Registered Investment Advisor.
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