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708 Cleveland Avenue SW, Suite 101, New Brighton, MN 55112

612-676-9326
tom@delichwm.com
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Plan for your Financial Future, 

Live in Freedom Today

We are committed to helping our clients reach their financial goals and believe that trust, integrity, dedication, and professionalism are key tenets of a successful financial relationship.

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How We Help

Smart Financial Strategies

for Every Stage of Life

We are committed to providing customized solutions to meet the unique needs of each individual client. Our team is experienced in developing strategies to maximize tax efficiency, estate planning, long and short-term goal planning, and other personal needs.

Retirement Planning

We help you plan for retirement with income-focused, defensive strategies and guidance on when to start benefits like Social Security, pensions, and annuities. With over 25 years of experience, we provide tools to help you clearly visualize and feel confident in your retirement plan.

Estate Planning

We help you create a personalized legacy plan that ensures your wishes are honored and your loved ones are protected, with annual reviews for ongoing peace of mind.

Tax- Efficient Strategies

We help you maximize your investments through tax-efficient strategies, working alongside your tax professionals to tailor a plan to your needs. Our guidance simplifies the often confusing process so you can feel confident in what’s best for you.

Generational Planning

We help the next generation plan for the future, guiding your children or grandchildren toward financial success as part of your overall wealth strategy.

Our Simple Process:                                                          

                                                                                                   Discovery                     Planning                  Implementation                    Review

Discovery

We begin every relationship with discovery. We take the time to get to know you: your goals, needs, and values. This helps us create a plan that is tailored to you and your desired outcomes.

Planning

With the information we gathered during discovery, we create a financial plan to help you reach your goals. We take the time to review and explain all of the details, making sure you understand the plan and how it works.

Implementation

We execute the plan and provide ongoing support. We monitor and adjust the plan when necessary, ensuring it is still meeting your needs and helping you stay on track.

Review

We review your plan annually to see if any changes need to be made. We also reach out periodically throughout the year to make sure your plan is still appropriate, review your needs and discuss your investments and make adjustments as necessary.

Mission

Our mission is to understand your needs, goals, and long-term vision. We create strategies designed to guide you through financial challenges while keeping your unique situation in mind.

Values

We prioritize building strong, lasting relationships with our clients. Your needs come first, and we ensure that working together benefits both sides.

Why Delich Wealth Management


We provide personalized financial plans that consider your risk tolerance, family, taxes, and investment preferences. Our partnership with Royal Alliance gives us the tools and independence to put your interests first.

Who We Work With


We serve clients at all stages, from those just starting out to those with complex financial situations. Our focus is on helping people succeed financially, valuing them for who they are, not just what they have.

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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