Strategic Planning for Today, Tomorrow, and Beyond.
D&S Wealth Management Group provides practical strategies and personalized guidance to simplify financial decisions, helping you stay focused on what matters—your goals and your future.
DeLeon & Stang
Wealth Management Group
All of your Financial Needs Under One Roof
Welcome to DeLeon & Stang Wealth Management Group, your trusted partner in navigating life’s financial milestones. We offer a unified approach to managing your financial priorities, including retirement planning, investments, tax strategies, and estate considerations. Our team takes the time to understand your unique circumstances and goals, ensuring every step is clear, efficient, and aligned with your vision. Whether you’re preparing for retirement or adapting to new financial opportunities, we’re here to provide professional guidance and tailored strategies to help you move forward with confidence.
Let’s work together to simplify your financial picture and create a plan that supports your goals now and in the future. Schedule a Meeting Today to start building a personalized strategy with our dedicated team.
"It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
Robert Kiyosaki
Our Services
Our Services
Retirement Income Planning
Retirement is a time to explore new opportunities while managing financial challenges. We help you build a reliable income strategy by optimizing Social Security, preparing for inflation, and diversifying income sources. Our approach focuses on aligning your financial plan with your priorities, offering clarity and structure to support your retirement lifestyle.
Legacy Planning
Preserving your legacy requires thoughtful planning. At D&S Wealth Management Group, we help organize your estate, address healthcare concerns, and align your plan with your goals. From wills and trusts to long-term care considerations, our approach simplifies complex decisions, helping you provide for your loved ones and ensure your wishes are honored.
Risk Management
Effective risk management helps create financial stability and long-term balance. By reviewing your portfolio, defining risk tolerance, and tailoring a strategy to your goals, we help you navigate market volatility. At D&S Wealth Management Group, we focus on aligning investments with your priorities to help you stay on track toward your retirement goals.
Tax Management
Effective tax management helps you navigate the complexities of retirement income. At D&S Wealth Management Group, we focus on creating tax-conscious strategies that address the unique implications of your assets and income sources. By integrating tax planning into your financial strategy, we help position your resources for efficiency and long-term growth.
Business Services
Effective tax management helps you navigate the complexities of retirement income. At D&S Wealth Management Group, we focus on creating tax-conscious strategies that address the unique implications of your assets and income sources. By integrating tax planning into your financial strategy, we help position your resources for efficiency and long-term growth.
Take the First Step Toward Simplifying Your Financial Future
Our personalized approach helps you bring clarity to your financial goals. Let’s work together to create a strategy designed to fit your unique journey.
Explore Financial Perspectives
Our blog offers practical insights and strategic ideas to help you navigate the complexities of financial planning. From investment considerations to retirement and tax strategies, explore topics that align with your financial goals and interests.
Taking a Holistic Approach to Your Finances: Aligning Investments, Insurance, and Taxes
Taking a Holistic Approach to Your Finances: Aligning Investments, Insurance, and Taxes
Holistic financial planning takes into account all aspects of your financial life, ensuring that every element—your investments, insurance, and tax...
Creating a Financial Roadmap for Success: How D&S Wealth Management Can Help
Creating a Financial Roadmap for Success: How D&S Wealth Management Can Help
Creating a financial roadmap is an essential part of navigating your financial journey. A financial roadmap provides you with a...
Key Strategies for Preserving Wealth and Passing It Down to Your Heirs
Key Strategies for Preserving Wealth and Passing It Down to Your Heirs
Estate planning is one of the most important aspects of wealth management, especially if you’re focused on protecting your estate,...
Estate Planning Essentials: How to Ensure Your Wealth is Passed Down Effectively
Estate Planning Essentials: How to Ensure Your Wealth is Passed Down Effectively
Estate planning is a critical component of wealth management that ensures your assets are passed down to your heirs according...
The Keys to a Successful Retirement Plan: From Accumulation to Distribution
The Keys to a Successful Retirement Plan: From Accumulation to Distribution
A successful retirement plan involves more than just saving money for the future. It’s about creating a strategy that allows...
Preparing for Retirement Beyond the Basics: A Strategic Approach
Preparing for Retirement Beyond the Basics: A Strategic Approach
While basic retirement planning focuses on accumulating savings and investing for the future, preparing for retirement involves more than just...
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Midyear Guide to Tax Planning
Get ahead of year-end stress with our Midyear Tax Planning Guide. Stay proactive with key updates on tax law changes, retirement contributions, charitable giving, and estate planning—plus practical tips and checklists to help you make smarter decisions before year-end.
