DeLoia Wealth Management, Inc.

DeLoia Wealth Management, Inc. Financial services provider helping you prepare for your retirement. Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org / www.sipc.org).

Investment Advice offered through Western Wealth Management, LLC, a Registered Investment Advisor. DeLoia Wealth Management, Western Wealth Management LLC, and LPL Financial are separate entities. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made o

r accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial or Western Wealth Management LLC and have not been reviewed by LPL Financial or Western Wealth Management LLC as to accuracy or completeness.

03/31/2026

LPL Research provides insight into the technical setup for stocks and what history reveals about market drawdowns.

We are half way through the year and I hope everyone is enjoying their summer months! I have shared LPL's Midyear Outlo...
07/17/2025

We are half way through the year and I hope everyone is enjoying their summer months! I have shared LPL's Midyear Outlook and am happy to schedule a portfolio review if interested.

Volatility has defined the 2025 market landscape, driven by shifting expectations around President Trump’s second-term policies and their economic impact. LPL Research emphasizes diversification, risk-aware positioning, and seizing opportunities during market dislocations as uncertainty continues.

03/14/2023

Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the largest by assets since Washington Mutual failed in 2008. Prior to the...

Please reach out if you would like an investment portfolio review. Now is a good time to start planning for 2023.
01/05/2023

Please reach out if you would like an investment portfolio review. Now is a good time to start planning for 2023.

The year 2022 may best be described by one word, inflation.

I spent the day at an investment conference with JP Morgan listening to multiple portfolio managers offer their thoughts...
12/13/2022

I spent the day at an investment conference with JP Morgan listening to multiple portfolio managers offer their thoughts on the stock and bond markets. It was great insight as I plan for 2023!

Have you considered converting IRA money to Roth? With lower asset values in 2022, it can be a good opportunity for a Ro...
10/12/2022

Have you considered converting IRA money to Roth? With lower asset values in 2022, it can be a good opportunity for a Roth conversion.

Lower asset values could make this a good time to convert assets from a traditional IRA to a Roth IRA.

Please feel free to reach out if you would like a 401k review. This is a good time to revisit your financial health.
10/10/2022

Please feel free to reach out if you would like a 401k review. This is a good time to revisit your financial health.

Be sure you understand the options for your 401(k) plan when leaving your job.

Please give me a call if you would like a review of your investment portfolio, I am happy to give you my thoughts.
10/05/2022

Please give me a call if you would like a review of your investment portfolio, I am happy to give you my thoughts.

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead.

My "guest" at our annual Western Wealth conference in Steamboat. 💕
06/21/2022

My "guest" at our annual Western Wealth conference in Steamboat. 💕

Remember it is time IN the market versus timing the market. Feel free to give me a call for an investment review.
05/27/2022

Remember it is time IN the market versus timing the market. Feel free to give me a call for an investment review.

Handling Market Volatility

Address

440 Indiana Street
Golden, CO
80401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13038708332

Website

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