Delaware Wealth Planners
2301 Pennsylvania Ave. Wilmington, DE 19806
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
302-254-2400
© 2023 Delaware Avenue Wealth Planners, LLC
IAPD - Privacy Policy - Terms of Use
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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Delaware Avenue Wealth Planners, LLC is a state registered investment adviser. Delaware Avenue Wealth Planners, LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Delaware Avenue Wealth Planners, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Delaware Avenue Wealth Planners, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Delaware Avenue Wealth Planners, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Delaware Avenue Wealth Planners, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Delaware Avenue Wealth Planners, LLC. A copy of Delaware Avenue Wealth Planners, LLC’s current written disclosure statement discussing Delaware Avenue Wealth Planners, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from directly from Delaware Avenue Wealth Planners, LLC upon request at no additional cost.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.