30+ years of experience | Published on CNBC.com and in the Journal of Financial Planning | Independent
Delancey Wealth Management was built to be independent — not tied to the products or priorities of a large institution. That means the advice you get is about your goals, not a quota.
"People often confuse their self-worth with their net worth, when it's not the luxury car that makes you happy but the person in the passenger seat and the things in life that give both of you a sense of purpose."
— Ivory Johnson, CFP®, ChFC, Founder & CEO
Retirement Planning
Retirement planning means ensuring a standard of living once you leave the workforce — and making sure the decisions that get you there are actually fundable. That takes a professional analysis of your current resources and a withdrawal strategy built to accommodate different market conditions and your tax exposure at the time you need the money
Financial Planning
A financial plan starts with a clear picture of your life goals - then works backward to how your resources get you there. We look at the full picture: cash flow, investments, insurance, taxes, and what happens if circumstances change.
Wealth Management
Strategic selection and ongoing oversight of your investments, matched to your goals and risk tolerance - with regular updates so managing your wealth doesn't mean losing visibility into it.
Business Succession Planning
For business owners, succession planning protects both what you've built and the people counting on it - a plan for the transition, not just the exit.
Legacy & Estate Planning
Estate planning isn't only for the wealthy - it's a blueprint to give what you have to who you want, when you want, with the least amount of complication and cost for the people you leave it to.
Digital Assets
Let Delancey Wealth Management's experienced team help you navigate the opportunities and risks of digital assets, ensuring they align with your overall financial strategy and risk tolerance.
Ready to talk through your own financial picture?
Ivory Johnson is a registered representative of Vanderbilt Securities LLC and an investment advisor representative of Consolidated Portfolio Review. Delancey Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LL and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Advisory services offered through Consolidated Portfolio Review. For additional information on services, disclosures, fees, and conflicts of interest,
please visit www.vanderbilttg.com/disclosures
