Dellith Wealth Advisory

Dellith Wealth Advisory operates as a sole proprietorship based in Fairview, New Jersey, offering ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. The firm creates an individual investment policy statement for every client and assists with asset allocation, asset selection, and regular portfolio monitoring. In addition to managing investments, Dellith Wealth Advisory provides guidance on financial planning topics such as retirement, college savings, taxes, life and disability insurance, and debt management. The firm generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, exchange-traded funds, and private placements. Dellith Wealth Advisory does not take discretionary authority over accounts, meaning clients must explicitly approve trades before they are executed. The firm serves individuals, high-net-worth individuals, and business entities, and maintains no account minimums.