DeLucie Capital

I’m Victor DeLucie. When I got into Wealth Management in the early 1990’s, the world was very different. There were no cell phones, e-mail or the ubiquitous internet. CNN was the only 24 hour cable news alternative to the three, legacy television networks.

Today, information comes at us all through our handheld devices and computer monitors, from thousands of sources. Some are reliable. Many are not so much.

• Would you agree our collective need to make sound, thoughtful decisions for our and our families’ future well-being is paramount?

• Have you heard Social Security may not be sufficient to carry us into and through a comfortable retirement?

There is an alternative.

The United States economy, through its ups and downs, is powered by thousands of publicly traded companies. Although past performance is no guarantee of future results, did you know several have yielded consistent, growing dividends; quarter after quarter and year after year, through all economic conditions across decades?

Although unwarranted distributions are not guaranteed; did you know dividends may serve as a recurring income vehicle?

An investment account may be set up to pay out quarterly dividends on an automatic basis.

If, for example, an investment account owns 25 such companies, there are an annual total of 100 checks mailed throughout the 12 month calendar. It’s like setting up your own, passive income stream. In later years, the core investment account may serve as an inheritance legacy or the charitable funding source of your choice.

Are you concerned about funding your retirement and have a minimum $500,000 in investable, liquid assets? I can help in providing you personal solutions.

Who We Are

I have approaching three decades of experience providing investment and retirement solutions. I am an Investment Advisor Representative (IAR).

This is an important distinction. I have a higher fiduciary duty and must put your best interests first.

It sounds obvious that should be the case for all financial professionals. It's not.

Non IAR's need only consider whether an investment is suitable; regardless whether it's in their client's best interest. Example: Although mutual funds charging higher fees may be suitable, if an IAR is aware of similar, lower cost funds, it is his fiduciary responsibility to disclose it.

Also, a percentage fee is charged based on an account's value, versus charging a commission every time a transaction occurs.

This aligns me to our common interests in increasing your account's net worth and eliminates conflict.