DelGreco Santini Wealth Management Group

Your Goals and Dreams, Our Guidance

Our team believes that a family's story should be heard, understood, and be the basis for the mission a family has for their wealth.  For over 45 years we have been helping families to care for the generation that preceded them and nurture those that follow.  We listen to understand our clients' needs and intentions in life, so that we can help maintain a focus on what is "most important" while creating a connection between their life's vision and a purposeful wealth plan...


Read More...

Meet Our Team
Phone
781.472.7867
Email Us
Email Us
Request Information
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals
Woman walking on cliff side bridge

2022 Midyear Outlook: Faster, Further, and Fragile

Wells Fargo Investment Institute offers potential investment opportunities and risks for the second half of 2022.

Learn More

News and Insights

Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

Read More

Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

Read More

Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

Read More
Read More

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, CA, CO, CT, FL, GA, HI, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OK, PA, RI, TX, VT). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.