Deane Retirement Strategies, Inc.

EST. AUM
$216,338,935

CONTACTS

CLIENT ACCOUNTS
316

Firm Details

Metro area New Orleans
CRD Number 127096
Website deaneretire.com
Client types

Overview

Deane Retirement Strategies (legally Deane Capital Management, Inc.) is an independent, fee-only SEC-registered Registered Investment Adviser (RIA) headquartered in New Orleans, Louisiana. The firm provides fiduciary wealth management, financial planning, retirement income planning, and portfolio management services to individuals, pre-retirees, retirees, families experiencing sudden wealth, and corporate retirement plans. Deane Retirement Strategies constructs disciplined multi-asset portfolios using public equities, fixed-income securities, and institutional funds, with an emphasis on retirement income optimization, risk management, and long-term wealth preservation. Client assets are custodied through Charles Schwab.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Deane Retirement Strategies, Inc.

Platform Details

Investment Preferences

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