Del Greco Wealth Management

We believe that open and ongoing dialogue is the key to a successful relationship. Before we begin proposing solutions, we hold in-depth discussions with you and, if you wish, your family members and other professional advisors. These discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long-term aspirations you and your family share. Our conversations are also an opportunity for you to learn about how we work and what you can expect from us.

Our team will help you articulate your personal and financial goals, develop your risk profile and define your investment objectives. We follow a unique and reliable process to create, implement and update your investment plan to address each of your life stages.

Understanding: We take the time to understand your needs, dreams and aspirations.
Confirmation: We summarize our understanding of your financial priorities and needs to make sure you're in agreement.
Determine Solutions: Our experienced team works together to develop a personal strategy that is designed to help you meet your specific goals.
Present Solutions: We present your strategy to you for discussion and approval.
Implement Solutions: We work with you to put your strategy into action.
Ongoing Management and Review: We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.

At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.

We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

TD Wealth Specialists work with your family and, when required, tax and legal advisors, to answer questions about:
• Wills, trusts, and estates
• Executor and trustee services
• Strategies to balance your priorities and charitable goals

Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you’re between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you estimate your spending and withdrawal patterns over the span of your retirement as well as facilitate your switch from asset accumulation to asset utilization, if applicable. It’s important to look at constructing a flexible, tax-efficient cash flow to pay your fixed expenses, while having a clear sense of your discretionary spending.