DeLuca Veale

We dedicate ourselves to helping our clients achieve their financial goals today and in the long term. We accomplish this by providing our clients with independent and objective counsel, expert portfolio management, and individualized service. We listen and work closely with them to obtain a complete understanding of their entire financial situation, their goals, as well as their preferred investment approach.  With this we can deliver optimal investment, tax and estate strategies that will allow them to meet their targets as cost effectively and as risk averse as possible.

Meet the Partners

The DeLuca Veale Difference

Independent advice

Benefit from objective expert advice from an independent firm that is not influenced by outside interests.

Diversified portfolios

Get added diversification with consolidated planning and reporting with DeLuca Veale and RealStream.


Be confident knowing your investments are being stewarded by an expert team with 35 years of combined experience.

Individualized planning

Your individual needs, interests, and financial objectives are of foremost importance when building your investment plan.

Ongoing updates

Quarterly reports provide you with an accurate assessment of how your portfolio is performing relative to the market.