Degelman Pruden Wealth

“My late husband, Jim, was a physician and surgeon, and trusted Todd’s financial and investment expertise. He met Todd through personal connections from mutual friends and through Todd’s family. Todd and his family have a reputation of high standards, business ethics and a strong, competitive work ethic that appealed to Jim and that resulted in an excellent personal and professional relationship. I met and started working with Todd independently, through mutual acquaintances. When Jim and I married, we were pleased to realize that Todd was already a trusted advisor for each of us and was able to understand our individual professional structures and financial goals, mine as a lawyer and Jim’s as a physician and surgeon. With busy professional practices, neither of us had the time to spend on managing our investments and so relied on Todd to continue to guide us individually, and together for our combined family goals. I would strongly recommend Todd and his entire team to other professionals who have little or no time to spend managing their investments and who would benefit from expert financial and investment advice.”

“Todd Degelman has been our trusted advisor for many years. Todd and his team have shown a high level of commitment to my portfolio. They take the time to build relationships and offer unique business opportunities. They have provided the steady hand to enforce the investing discipline and to provide the mature, seasoned advice. I, having, a very busy, professional practice with very little free time, it is essential that I have Todd and his team watching over my finances. He keeps me informed when needed and takes care of the details. I completely trust his commitment to my portfolio.”

“Having the benefit of Todd’s expertise and guidance has been a real gift over the years, and it’s especially so now that we are navigating retirement and the sometimes daunting job of managing our family legacy.

I also want to share how much we appreciate your whole team. Each and every one is professional and knowledgeable, and equally important, responsive. No matter what our question or concern, they are there to reply to an email or take our call.”