Vincent D'Eletto
Wealth Advisor & Operating Manager
Investment Insight Wealth Management
Brightwaters, NY 11718
United States
Phone: 516-247-9466
Email: vincent@myinvestmentinsight.com
Website: https://www.myinvestmentinsight.com/who-we-are/vincent-deletto/
Training: Active Registered Life Planner® more info
- Comprehensive Financial Planning: A clear picture of your full financial life and a written plan that connects goals, cash flow, taxes, risk, retirement, estate basics, and an investment strategy - Exit and Liquidity Planning: Planning around an upcoming or recent exit, including cash needs, tax coordination with your CPA, and a plan for how proceeds should be held, invested, and used - Ongoing Wealth Management: Discretionary investment management, ongoing planning, and coordination with your CPA and attorney, with regular reviews as life and business change
About My Practice
Investment Insight Wealth Management - Farmingdale, NY
About Vincent D'Eletto
I began my career in the digital economy, building and exiting online businesses, including an SEO content agency and a portfolio of revenue-producing websites. I also co-founded a Japanese izakaya on Long Island that was recognized on Newsday’s Top 100 Restaurants list during my tenure. That operator experience shapes how I advise owners today. Education, Designations & Licensing - Associate of Applied Science (AAS), Business Administration — Suffolk County Community College - Registered Life Planner (RLP®) — Kinder Institute of Life Planning - Wealth Management Specialist (WMS™) — College for Financial Planning - Currently pursuing the Chartered Financial Consultant (ChFC®) designation — The American College - Licensing: Series 65
Ideal Clients
Clients are typically owners ages 35–60 who are within 5–10 years of selling, or within about 3 years after a sale. Many are navigating questions around investing, taxes, family responsibilities, and multi-generation planning.
Compensation
Fee-based
Industry Start Date
2008
Investment Insight Wealth Management
Brightwaters, NY 11718
United States
Phone: 516-247-9466
Email: vincent@myinvestmentinsight.com
Website: https://www.myinvestmentinsight.com/who-we-are/vincent-deletto/
Training: Active Registered Life Planner® more info
I help Gen X and Millennial business owners who are preparing for an exit or adjusting to life after a sale. As a fiduciary advisor and a former founder who has built and sold multiple businesses, I understand what it feels like when most of your net worth is tied to one asset. My work is designed to help you move from business concentration to a long-term plan for your money, with your spouse involved in the process.
Specialties- Comprehensive Financial Planning: A clear picture of your full financial life and a written plan that connects goals, cash flow, taxes, risk, retirement, estate basics, and an investment strategy - Exit and Liquidity Planning: Planning around an upcoming or recent exit, including cash needs, tax coordination with your CPA, and a plan for how proceeds should be held, invested, and used - Ongoing Wealth Management: Discretionary investment management, ongoing planning, and coordination with your CPA and attorney, with regular reviews as life and business change
About My Practice
Investment Insight Wealth Management - Farmingdale, NY
About Vincent D'Eletto
I began my career in the digital economy, building and exiting online businesses, including an SEO content agency and a portfolio of revenue-producing websites. I also co-founded a Japanese izakaya on Long Island that was recognized on Newsday’s Top 100 Restaurants list during my tenure. That operator experience shapes how I advise owners today. Education, Designations & Licensing - Associate of Applied Science (AAS), Business Administration — Suffolk County Community College - Registered Life Planner (RLP®) — Kinder Institute of Life Planning - Wealth Management Specialist (WMS™) — College for Financial Planning - Currently pursuing the Chartered Financial Consultant (ChFC®) designation — The American College - Licensing: Series 65
Ideal Clients
Clients are typically owners ages 35–60 who are within 5–10 years of selling, or within about 3 years after a sale. Many are navigating questions around investing, taxes, family responsibilities, and multi-generation planning.
Compensation
Fee-based
Industry Start Date
2008