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 future retirement. We can help with both. 

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Areas of Specialization

Want-To-Buy

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

 

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 

Unique Features

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

Tax Free Retirement

There is more than one 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 volatility.

Buy-Sell Agreements

If you're in a business partnership, a buy-sell agreement should be carefully considered.

Retirement Scorecard

Our advisors will put together a personal "retirement scorecard" for you. You'll know what's 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
Ben Delmage
Director of Sales and 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 as well as other HR administration tools.

Below is a sampling of the 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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Ready to Get Started?

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