Delvaux Wealth Management

Delvaux Wealth Management provides fee-only, discretionary wealth management and tailored financial planning to individuals, high‑net‑worth clients, and their trusts and estates, managing approximately $91.46 million in client assets across ten client relationships as of April 15, 2026. The firm bases compensation on an asset‑under‑management schedule and delivers investment management under a discretionary Investment Management Agreement, with financial planning included for wealth management clients when requested.

The firm’s investment approach is grounded in Modern Portfolio Theory and proprietary asset‑allocation models, combining passive and active strategies and monitoring portfolios continuously with periodic rebalancing. It manages client accounts directly under discretionary authority, uses a limited set of options strategies (covered calls, cash‑secured puts, protective puts, and collars) and may, in limited circumstances, employ leveraged or inverse ETFs while excluding direct cryptocurrency advice or fee charging on crypto holdings.

Distinctive features include a small, solo advisory structure overseeing a relatively large amount of assets per client and an explicit policy of not using third‑party investment managers or recommending private or other illiquid alternative investments at present. The firm requires custody at specified institutional custodians, deducts advisory fees directly from client accounts, does not participate in wrap programs, and discloses detailed controls for personal trading, proxy voting (clients retain voting), and conflicts of interest.