Delisanti Wealth Management is a Rochester-based financial services firm dedicated to helping individuals, families, and small business owners achieve their long-term financial goals. As a fiduciary and independent advisory firm, they provide personalized financial planning and investment management tailored to each client’s unique needs. Specializing in retirement planning, wealth accumulation, and income distribution strategies, Delisanti Wealth Management places a strong emphasis on education, transparency, and trust. The firm is led by founder and financial advisor Ron Delisanti, who brings decades of experience and a client-first approach to his practice.

Notably, the firm builds long-term relationships by offering holistic financial solutions rooted in understanding the full picture of clients’ financial lives. Whether navigating a career transition, preparing for retirement, or planning a business exit, Delisanti Wealth Management offers clear, strategic guidance backed by sound financial principles. The firm also supports local community engagement and prioritizes responsive, personal service with every client interaction.

Website: https://www.delisantiwealthmanagement.com/

Key Services:

– Comprehensive Financial Planning
– Investment Management
– Retirement Planning and Income Strategies
– Wealth Accumulation & Preservation
– Education Planning (College Savings)
– Tax-Efficient Investment Strategies
– Business Succession & Exit Planning
– Risk Management and Insurance Review
– Estate and Legacy Planning
– Personalized Portfolio Allocation & Monitoring