Bill Del-Sette, a Certified Financial Planner® and the founder of Del-Sette Capital Management LLC, brings over 14 years of extensive experience in investment management and retirement planning. Based in Schenectady, NY, Bill has dedicated his career to empowering families across the Northeast and throughout the...
Bill Del-Sette, a Certified Financial Planner® and the founder of Del-Sette Capital Management LLC, brings over 14 years of extensive experience in investment management and retirement planning. Based in Schenectady, NY, Bill has dedicated his career to empowering families across the Northeast and throughout the United States to achieve financial independence. His dual expertise in taxation and financial advisory uniquely positions him to provide comprehensive wealth management solutions tailored to each client's individual needs.
At Del-Sette Capital Management, Bill leads key projects focused on developing personalized retirement portfolios that align with clients' long-term financial goals. His firm specializes in fee-based investment management, ensuring transparency and alignment of interests with clients. Bill’s commitment to ethical financial practices is evident in his approach to estate planning and insurance, where he emphasizes the importance of protecting clients' legacies while maximizing their wealth potential.
In addition to his technical skills in financial analysis and market dynamics, Bill is an engaging public speaker, often sharing insights on financial literacy and investment strategies at community events and workshops. His passion for photography also reflects his creative approach to problem-solving, allowing him to capture the nuances of financial planning in a relatable manner. With a focus on small business financial needs, Bill remains dedicated to helping entrepreneurs navigate the complexities of wealth management, ensuring they can thrive both personally and professionally. Through his leadership at Del-Sette Capital Management, Bill continues to make a significant impact on the financial well-being of his clients, guiding them toward a secure and fulfilling retirement.
