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.
Planning for the Future: Tailoring Insurance Solutions at Different Life Stages
Planning for the Future: Tailoring Insurance Solutions at Different Life Stages
As you move through different stages of life, your insurance needs will evolve. Whether you’re just starting out in your...
Insurance Myths: Debunking Common Misconceptions for Wealthy Families
Insurance Myths: Debunking Common Misconceptions for Wealthy Families
Insurance plays an essential role in protecting wealth, especially for high-net-worth individuals and families. However, there are many myths and...
The Role of Tax Planning in Wealth Management: What You Need to Know for 2025
The Role of Tax Planning in Wealth Management: What You Need to Know for 2025
In 2025, effective tax planning is an essential part of wealth management. With the evolving tax landscape, it’s important for...
How Strategic Tax Planning Can Accelerate Your Retirement Goals
How Strategic Tax Planning Can Accelerate Your Retirement Goals
Retirement planning involves much more than simply saving money—it’s about understanding how your savings, investments, and income will be taxed...
Explore These 7 Strategies to Grow Your Financial Portfolio
Explore These 7 Strategies to Grow Your Financial Portfolio
Helpful Ways to Accelerate Your Retirement Savings Regardless of your age, saving for retirement is a crucial step in financial...
Get Your Free Guide
The Importance of Designating Beneficiaries
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
