WHO WE HELP
Long-Term Partners in Your Success
At DeLuties Katz Wealth Management Group of Wells Fargo Advisors, we believe our clients should feel confident in their wealth planning. Our mission is to be true advisors—trusted partners who provide guidance, clarity, and genuine client care. We do this by building relationships that are responsive, transparent, and accessible. With nearly 30 years of experience, our team helps families, women in transition, entrepreneurs and business owners navigate life’s transitions and create a wealth plan designed to last for generations.
About Us
We’re more than financial professionals—we’re long-term partners in your success.
Over the decades, we’ve guided clients through career milestones, business sales, retirement transitions, and life’s unexpected changes. Our team brings together deep experience in personalized wealth and retirement planning with specialized knowledge in employer-sponsored retirement plans, and business transition and exit strategies. This combination allows us to deliver a seamless blend of strategic wealth planning, investment guidance, and business advisory services.
Our focus is on building confidence through detailed planning strategies that leave no stone unturned.
A Planning-Centric Approach
Your future begins with a plan—one that reflects your goals, your business, and your stage of life. Because every financial picture is unique, we take the time to learn what matters most to you before creating a customized strategy. With decades of experience and advanced planning tools, we help bring clarity to complex decisions. Our mission is to be trusted advisors, guiding you with attentive service and thoughtful advice, so you can move forward with clarity and confidence.
DeLuties Katz Wealth Management Group of Wells Fargo Advisors
Damon DeLuties, CFP®
Managing Director - Investment Officer
(978) 524-1641
Damon.Deluties@wfa.com
Andrew Katz
Senior Vice President - Investment Officer
(978) 524-1634
Andrew.Katz@wellsfargoadvisors.com
Managing Director - Investment Officer
(978) 524-1641
Damon.Deluties@wfa.com
Andrew Katz
Senior Vice President - Investment Officer
(978) 524-1634
Andrew.Katz@wellsfargoadvisors.com