Wealth Management Services

Our wealth management services are designed to assist financial advisors to attract and retain high net worth clients. These services included:

Developing a detailed and comprehensive financial plan
Managing the client’s investment assets
Establishing the proper legal vehicles to hold assets
Leveraging the client’s assets to achieve maximum liquidity and cash flow
Providing banking services to retain more client assets and manage them more effectively
Utilizing the tax benefits of qualified retirement plans
Borrowing against the value of restricted stock

By partnering with Delta Equity, Pershing and The Bank of New York, financial advisors can increase the assets they service from existing clients and grow their business in the high net worth marketplace.

Wealth Management Brochure

CONTACT US

If you have any questions, please e-mail us.

Main Phone
(978) 779-5361

Toll Free Phone
(800) 649-3883

International Phone
001 978-779-5361

Delta Equity Services Corporation
Independent Broker Dealer since 1985
Member FINRA, SIPC

Securities are cleared and assets are held through Pershing, LLC, a subsidiary of
THE BANK OF NEW YORK MELLON CORPORATION
Member New York Stock Exchange, FINRA, SIPC

HOME | ABOUT US | PRODUCTS & SERVICES | BROKER RECRUITING | CONTACT | SITE MAP

© 2008 Delta Equity. All rights reserved. | Privacy Policy | Business Continuity Plan | SEC RULE 11Ac1-6