DelGreco Santini Wealth Management Group

Investment Philosophy

We believe that the preservation of capital needs to be balanced with growing one's capital to maintain purchasing power. We believe having exposure to common stocks (either directly or through suitable investment managers) offers the potential way for most clients to reach their financial goals.

We encourage all clients to have a percentage of their financial assets invested in stocks.  We believe diversification across different types of stocks and stock markets along with different asset classes remains the prudent way to achieve best outcomes. 

We believe that frequent communication is essential to help achieve performance objectives and goals.  To guide investment decisions we recommend allocations in a manner designed to provide diversification, reduce risk, and enhance tax efficiency.         

Our team assists clients in areas that include, but are not limited to the following:

  1. Cash flow planning
  2. Tax preferenced withdrawal or ordering strategies (asset location planning)
  3. Wealth transfer strategies and family meetings with adult children (when appropriate)
  4. Beneficiary naming
  5. Social Security claiming strategies
  6. Education planning for children and grandchildren

Lastly we work closely with many of our clients' other financial professionals including their tax planners, CPAs, estate and trust lawyers.



Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.  Wells Fargo Advisors is not a legal or tax advisor.  Advisory programs may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services and minimum account sizes.  Diversification and asset allocation do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

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, AZ, CA, CO, CT, FL, GA, HI, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, PA, RI, SC, 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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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