Call us - 401-435-4239
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safety for individuals

There are two basics here: You've worked your whole life and want to protect what you've built/accumulated. Or, you want to plan NOW for your furture retirement. We can help with both. 

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Areas of Specialization

Want-To-Buy

401k Rollovers
IRA Rollovers
Life Insurance
Creat a Tax-Free Retirement
Fixed Indexed Annuities
Buy-Sell Agreements
Social Security Planning
Long Term Care Insurance

Unique Features

Below are some unique services to WD Wealth Advisors that might interest you!

Tax Free Retirement

There is more than just 1-way to create a Tax-Free retirement.

IRA/401k Rollovers

Time to protect a part of your old IRA or old 401k with one of our safe & secure rollover solutions. Protect yourself from market downside's.

Buy-Sell Agreements

If your in a business partership, a buy-sell agreement should be closely looked at.

Retirement Scorecard

Our advisors will put together a perosnal "retirement scorecard" together for you. You'll know what working well and what needs improvement.

Free Consultations

Our advisors offer free consultations for prospective new clients. They'll even put together your personal "retirement scorecard." 

Life Insurance

There are many reasons to buy life insurance. Some life insurance solutions can start you on your path to living a tax-free retirement.

 Your WD Wealth Advisors Team

 

Bill Delmage
President | CEO | Founder
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Bob LaCharite
Retirement Income & Asset Protection
Ben Delmage
VP Sales & Marketing

Resources

Could your HR department use extra support?

WD offers a wealth of time-saving HR tools, guides, and educational resources: print-ready employee flyers featuring health, safety and wellness topics, legislative information and communication and other HR administration tools.

Below is just a sampling of the types of resources WD clients gain access to.

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Our goal at WDA is to listen and solve your problems. We have a staff second to none; very talented and dedicated people who share our common theme to help solve your problems. They are very passionate and empathetic to your needs, so I am going to encourage & welcome you to chat with one of our terrific WDA team members! I'm confident that the team and solutions available to you here at WDA will leave you feeling as confident in them as I do. Enjoy.
William Delmage
- President | CEO | Founder - WD & Associates, Inc.
Schedule a call with a WDA team member!
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DOWNLOAD OUR FREE EBOOK - employer of choice

Get helpful insights and ideas on how to become an Employer of Choice with our Succeed with WDA brochure.
     Download Here
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What clients say ?

 

My dealings with Bill, Terry and WDA have always been positive. We get great value from our relationship with WDA.

Keep up the good work!

Erica
- Owner- Dunkin Donuts Franchise

 

WD & Associates is great at keeping us up to date with constant industry changes.

We are highly satisfied.

Glen
- President- Engineering Firm

 

I can’t think of anything WD could do better. Staff is knowledgeable, responds promptly and is always patient and courteous. They offer a wide variety of services and are up to date on the newest trends.

Many years of wonderful service!

Jo-Ann
- Controller- Fitness Company

 

Questions and concerns are always answered in a very timely manner. We are always given enough information to make knowledgeable decisions.

Anonymous

 

Great source of information, always willing to take the time to educate me and my colleagues. Thank you for your vast offering of services, knowledge and information.

Phyllis
-Benefits Manager-Travel Company

 

The whole experience is excellent. Open Enrollment was the best I’ve ever experienced and I can’t believe how easy it was. From the ease of enrollment to the power of everything in one place. We could not be more satisfied!

Anonymous

 

 

I really appreciate the depth of your product knowledge. Your thoughtful comments, suggestions and insights as we reviewed or insurance renewal were invaluable. We are so thankful for the choices and the care we received because of our plan. 

Anonymous

 

Questions and concerns are always answered in a very timely manner. We are always given enough information to make knowledgeable decisions.

Anonymous

 

Very prompt on answering questions. Customer service has always been outstanding!

John Deo
- Founder - Okler

 

Great source of information, always respond in a timely manner, willing to take the time to educate me as well as my staff, vast offering of services, knowledge and information.

Anonymous

 

Bill’s guidance has been a key factor in how we approach deciding on our healthcare benefits and managing costs. He has been able to steer us in the right direction amid the chaotic nature of health insurance.

Anonymous

 

We are extremely happy with our relationship with WD and appreciate the patience and courteous service we receive from all the staff.

Anonymous

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Ready to Get Started?

Gives us a call, schedule an introduction via an in-person or virtual meeting.
Schedule a call with a WD Wealth Management team member here!