Del-Sette Capital Management, LLC

EST. AUM
$192,533,425

CONTACTS

CLIENT ACCOUNTS
735

Firm Details

Metro area Albany
CRD Number 159052
Website del-sette.com
Client types

Overview

Del-Sette Capital Management, LLC is an independent, registered investment adviser (RIA) headquartered in Schenectady, New York. Operating under a strict fiduciary standard, the firm delivers customized wealth management and holistic retirement life planning tailored to retail investors, high-net-worth households, trusts, and estates. The firm is distinguished by its integration of Kinder Life Planning principles and its proprietary "Happiness in Retirement Program," which balances core life satisfaction drivers (purpose, relationships, health, and time freedom) alongside technical financial blueprints. Del-Sette generally requires a baseline relationship size of $500,000 to execute its model. Their core investment philosophy rejects speculative market timing, employing discretionary strategic asset diversification through low-cost exchange-traded funds (ETFs), institutional mutual funds, and individual equities structured around long-term capital preservation goals.

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

Del-Sette Capital Management, LLC

Platform Details

Investment Preferences

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