You will experience a high degree of personal service with Del-Sette Capital Management, and our planning process is designed to eliminate worry and provide opportunity. Our client approach is based upon the following factors:
Collaboration – You can be as hands-on or hands-off as you want to be. We never stop helping you achieve your objectives.
Service – We try to create the best client experience possible, anticipating and exceeding your needs.
Opportunity – If we think we’ve spotted an opportunity for you to improve your plan, we will let you know. We are constantly looking for ways to add value for our clients.
Technology – Whatever communication channel you prefer, that’s what we will use. From email to snailmail, web portal to blog.
Coordination – We make sure your financial assets and insurances are working well together.
Integration – Whatever degree of integration you require with attorneys, tax specialists, insurance professionals, bankers, we provide it.
Consolidation – We can manage and report on investment accounts that can’t be moved to our custodian because of surrender charges or penalties, or because the money is in non-moveable 401(k) plans.
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.