Anthony DeBaltzo is a seasoned financial advisor with over a decade of experience in the wealth management industry. With a client-centered approach, he works closely with individuals, families, foundations, and businesses to help them define and achieve their financial goals.
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Drawing on a comprehensive understanding of estate and tax planning, cash flow management, investment strategy, and philanthropic giving, Anthony delivers customized financial solutions that align with each client’s values and long-term objectives. Whether it’s navigating complex family wealth transitions, optimizing tax efficiency, or structuring charitable contributions, he provides the insight and guidance needed to make informed financial decisions.

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Known for his thoughtful planning and commitment to building lasting relationships, Anthony is dedicated to helping clients build, preserve, and transfer wealth with clarity and confidence.

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Anthony holds a Bachelor of Science in Business Administration with a focus in finance from John Carroll University.