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Our goal is to be your partner in working toward growing and preserving wealth while taking into account legal and tax implications.

The DellaVecchia Group, LLC is a financial firm here to help you plan and create a financial future for individuals and businesses alike. We cater to the following areas of finance:

Individual:

• Insurance Planning
• Investment Management
• Estate Planning
• Long Term Care Strategies
• Retirement Planning
• Educational Funding

Business:

• Risk Management
• Business Retirement Planning
• Business Value Maximization
• Group and Employee Benefits
• Executive Benefits and Compensation

The DellaVecchia Group is capable of meeting your expectation of materializing a plan that is tailored personally to you. Whether you or your child are in need of educational funding, looking for health and/or life insurance, or maybe starting a retirement plan, we have full confidence in our ability to help you and years of experience to help you work towards financial stability for your future. 

We are very happy to have received the CLTC designation in time for the medicare open enrollment period which started October 15th. Please feel free to message us if you would like some more information.