Aim for a
"Leave no Regrets"
Retirement.
The Values at the Heart of Del-Sette Capital
First and foremost, we are optimists, and this colors everything we do. We are also:
Client Obsessed – What's best for the client is best for everyone, from how we answer the phone to how we respond to client requests.
And We Practice:
Extreme Ownership - The responsibilities of each team member are done better than expected and ahead of time. We go so far above and beyond what is expected that it shocks our clients and other team members.
Radical Candor – Team Members share information about solutions, opportunities, and problems freely.
Continuous Learning - We are obsessed with learning new strategies and ways to add value for clients.
Simplicity – We make complex ideas and systems simple to understand and use.
We are a unique ability team of passionate professionals who help our clients enjoy their wealth, using a refined retirement planning solution.
Founder’s Story
Like many people, I grew up very poor and had a challenging childhood.
After high school, I went to work as a laborer. While there is nothing wrong with this, I wanted something else for my life, I just didn’t think it was possible. But, I had a strong work ethic and a love of learning. I read the book the Seven Habits of Highly Effective People. It changed my life by convincing me that my future wasn’t predetermined by my past, and I could write the script for my ideal life. Therefore, at a young age I became very clear about what I wanted my life to look like, and I had the belief that I could make it happen. The wheels were set in motion, and I created a plan.
I enrolled in college and worked at a local newspaper nights and weekends to support myself. It wasn’t easy, but I graduated college Magna Cum Laude with degrees in economics and accounting. I passed the two-day CPA and CFP® exams soon after.
Fast forward to today, and I’ve created a successful retirement planning company and the Happiness in Retirement® Program to help our valued clients in their quest to protect, grow and enjoy their wealth. The people at Del-Sette Capital are a diverse, unique ability team who are as equally passionate about our mission and program.
I’ve taken part in many professional and personal growth programs, including the Strategic Coach®, the Landmark Forum®, and currently the peak performance based Forever Dangerous® program. Many of the ideas I’ve learned along the way color the Del-Sette planning process, and also our values and mission. I’ll soon have the Registered Life Planner Designation®, which has given me the skillsets necessary to help clients flesh-out and achieve their ideal life. Isn’t that what wealth is for?
When we meet, the subject of money won’t come up much in our introductory meeting. My team and I want to learn about what matters most to you – it’s an informal chat over a cup of coffee. I encourage you to schedule a meeting to see if we are a good fit to help you achieve your retirement dreams.
President
1332 Union Street
The Del-Sette Capital Management office building is located in a historic district in Schenectady, New York. Built in the early 1900's, the building retains most of its Victorian architecture and charm.
The first floor is a space designed for our clients and team to discuss, in confidence and comfort, their retirement plan, values and goals. The second and third floors of our spacious building is where our team collaborates to create your financial road map.
We are a dog friendly office, and chances are you will be met at the front door by our furry friend, Buddy. Our clients are always welcome to bring their dogs as well, and if you let us know in advance, we will be sure to have treats on hand to share.
