Delaware Valley Wealth Management Group

About Us

Planning Futures

Starting from 2005, our team has been dedicated to crafting tailored programs and portfolios to achieve long-term financial objectives, regardless of your account size. If you seek guidance on investments, taxes, retirement, or estate planning, our skilled professionals are ready to assist you.

A Proven Approach

We begin by transparently outlining our fee structure and presenting the various ways we can offer assistance. Next, we assess your goals and compare them with your existing portfolio. Based on this analysis and considering your risk tolerance, we then propose an investment strategy meticulously designed to align with your objectives.

Why Us?

Our team consists of individuals with diverse finance backgrounds, united by a shared dedication to ethics and integrity and a fiduciary responsibility. Each member is fully licensed and credentialed, ensuring that you receive unbiased recommendations and impartial guidance you can rely on.

Our Story

The DVWMG was founded in 2005 by Lamont Parker, a highly experienced Veteran with more than twenty-five years of investment expertise. Lamont Parker’s career flourished at Morgan Stanley, where he served as a Vice-President of Investments, specializing in Retirement Planning. His commitment to excellence led him to earn a Wealth Management Certification with Raymond James & Associates, further enriching his knowledge.

Our Alliances

Lamont Parker has forged a strategic alliance between himself and his organization with LifeMark Securities, a Prominent Broker Dealer based in Rochester, New York. We take great pride in partnering with LifeMark, a respected name in the investment community. LifeMark ensures seamless and secure transactions, clearing them through National Financial Services LLC, a subsubsidary of Fidelity Investments.

At the DVWMG, we are dedicated to providing comprehensive financial solutions and personalized services to our valued clients. With a foundation built on trust, experience, and expertise, we are here to help you achieve your financial goals and secure a brighter future.

Please don’t hesitate to reach out to us for any further information or assistance. We look forward to serving you!

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Why should I make a financial plan?

Creating a financial plan can help you set clear goals, manage your money effectively, and make informed decisions about saving, investing, and spending. It provides a roadmap for your financial future and helps you stay prepared for unexpected expenses and long-term objectives.

What should a financial plan include?

A comprehensive financial plan typically includes goals, budgeting, savings, investments, debt management, retirement planning, insurance coverage, and estate planning. It’s tailored to an individual’s or family’s specific circumstances and helps guide their financial decisions.

How often should I update my financial plan?

It’s a good idea to review and update your financial plan annually or whenever there are significant life changes, such as getting married, having children, changing jobs, or experiencing shifts in your financial goals. Regular updates help ensure your plan stays aligned with your current situation and objectives.