Kathryn Del Greco

At Del Greco Wealth Management, we believe that an open and ongoing dialogue is key to the success of every relationship. Before we propose any solution or make any recommendation, we will hold in-depth discussions with you and, if you wish, your family members and your other professional advisors.

We are committed to providing trusted advice you can rely on.

Before we propose any solution or make any recommendation, we will hold in-depth discussions with you and, if you wish, your family members and your other professional advisors.

At the beginning of our relationship, these discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long-term aspirations that you and your family share. In addition, our conversations are an opportunity for you to learn about how we work and what you can expect from us.

Investment strategies that help to guard your assets from economic, political and investment risk must be combined with an approach that considers the possibility of unexpected health issues, the impact of tax, the future of your business, your transition to retirement, and your family’s legacy.

Del Greco Wealth Management have developed a proven wealth management process designed to simplify the complex set of decisions with delivery of relevant, pro-active investment advice that you face when developing a comprehensive wealth management strategy.

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.