Securing Retirement for your employees

We understand your group retirement plan is an ESSENTIAL employee benefit.

We will guide you toward solutions you can be proud of.


Areas of Specialization


Corporate Retirement Plans
Frozen Pension Solutions
Simple IRA
Employee Enrollment Meetings
Brokerage Accounts
Retirement Strategies
Business Planning
Asset Management


Registered Investment Advisory Representatives of Bluechip Financial Advisors (BCFA) offer advisory services through BCFA.  They may also offer other products and services (i.e. accounting, insurance, employee benefits, etc) that are independent of BCFA services.  Securities offered through Triad Advisors, LLC.  Member FINRA/SIPC.  Investment Advisory Services offered through BCFA. BCFA is not a subsidiary or affliate of Triad Advisors, LLC.   Clearing, custody, or other brokerage services may be provided by National Financial Services LLC. or Fidelity Brokerage Services LLC.  Members NYSE, SIPC 


See How We Can Help

Unique Features

Below are some features unique to WD Retirement Services that might interest you!
frozen pensions

frozen pensions

Remove the worry, burden and liability that frozen pensions place on your books.


If your company is thinking of putting a 401k in place, our team can assist and guide you and your employees.


If your non-profit is thinking of putting a 403b in place, our team can assist and guide you and your employees.

Simple IRAs

If your company is thinking of putting a simple ira in place, our team can assist and guide you and your employees with fewer fees than a 401k.

Asset Management

Our advisors are here to help you manage your money and have startegic conversations with you throughout the year.

Business Planning

Our advisors are here to meet with you to discuss and strategize what is best for your business today and in the future.

 Your WD Retirement Services Team



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John Lemme
Mike Moretti
Bill Delmage
President | CEO | Founder

X. 100


Stacy Borges


Could your HR department use extra support?

WDA 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 as well as other HR administration tools.

Below is a sampling of the types of resources WDA 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. I encourage and 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. 
William Delmage
- President | CEO | Founder - WD & Associates, Inc.
Schedule a call with a WDA team member!
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Give us a call, schedule an introduction via an in-person or virtual meeting.
Schedule a call with a WDA team member!