Wealth Transformed

Sure, Life Is Full of Financial Decisions, But That Isn’t All Life Is About…

Del Monte Group is a wealth management firm that delivers a range of strategic, innovative financial solutions based on personalized goals tailored to every client we meet. We believe that our clients' aspirations come first, which helps us cater to a lifetime of needs. If you’re looking for basic wealth management services, you won’t find that here. We know there is always a more innovative, strategic way to manage one’s wealth, making the most of every opportunity. Our offering is distinguished because of how much further we go, providing resourceful, creative, cost-effective, and tax-efficient ways to help you keep, grow, and enjoy your wealth.

Do You Ever Find Yourself Wondering About the True “Secret Sauce” for Investing Success?

Today, Americans are living longer with bigger dreams, goals, wants, and needs, yet many will not have enough money to retire comfortably or do all the things they want in life.

Why? Because what we think is wise investing isn’t actually as smart or beneficial as we believe it to be. We need to put down the media hype and stop with all the emotional money moves. You can have successful investment experiences, and the financial markets can become your ally. All it takes is five informed investment decisions to get you there.

“The Investment Answer: Learn to Manage Your Money & Protect Your Financial Future,” brought to you by Richard Del Monte and Angela Wright, consists of 65 impactful pages of advice you can read in a single evening. It was written with the goal of helping you learn the most effective way to manage your own money, or, if you would prefer, explain how to engage a financial professional that can actually create lasting value in your life. If that sounds too good to be true, it’s not. Take it from us. In a combined six decades, we’ve seen it happen A LOT! Download your free copy to start getting your insights now.

A Word from Our Clients…

“DMG is particularly good at responding to your requests for person-to-person consultation. Generally, we make these requests just prior to major changes in our life. DMG remembers who we are, what our goals and comfort levels are, and speaks to our specific financial needs instead of generic advice. Third-party recommendations (taxes, estate plans) have always been good and valuable.”

–M. & U.

DMG Clients for 30 Years

News Interview with Richard Del Monte: First Republic Bank Crisis

With the sudden failures of two major banks, Silicon Valley Bank and Signature Bank, over three days, regulators and other financial institutions raced to prevent a more widespread collapse. And while shockwaves continue to move through the banking system, anxious investors and customers want answers to questions like, what happens next? Will we continue to see other banks fall? What is our government and regulators doing? Are they stepping in with necessary protocols, or will we continue to see rescue plans in action?

To help provide some of those answers, Del Monte Group’s Co-Founder and CEO, Richard Del Monte, sat down with ABC 7 news reporter Karina Nova to share more of the backstory behind the failure, talk about what’s being done to get us out of it, plus gives a few tips to help people rethink some of their financial decisions. If you’ve been wondering about the safety of your money since the banking crisis began, we hope this interview will help provide some much-needed peace of mind.

You’re Invested, and So Are We™

One-Size-Fits-All, Won’t Fit You Here.

If you’re looking for out-of-the-box financial wellness support that offers long-term success even while navigating life transitions and challenges, we’ve got your back. Get started by scheduling a 30-minute session with Richard or Angela today.

Listen to our Podcast

Did You Know?

When Wealth Is Transferred from One Generation to the Next, 70% of the Time, That Generation Loses the Wealth by the End of Their Lifetime?

Parents spend their whole lives building an abundance of wealth for themselves, their children, and future generations. What many don’t think about is the unintended consequences that increased wealth can bring to their family. It can damage relationships and cause rifts that can be devastating. How does all of this happen? Lack of connection, communication, and preparation. Don’t let this happen to your family. Get your copy of Endless Inheritance, and learn how to avoid conflict and create fulfillment and harmony, ensuring your wealth will live on.

No Matter What Your Goals Are, We’ve Got You Covered.

At Del Monte Group, we strive for you to feel confident and supported no matter what life throws your way. When harnessing our depth and breadth of expertise, our team proactively addresses your unique financial needs in collaboration touchpoints like:

We always strive to create and help you discover new possibilities that go beyond traditional wealth management because it’s our passion, and your goals always come first. We're here to stand beside you through it all.

Let us help you make all of your goals become a reality. Ready to Meet with Richard and Angela?

Our Latest News & Resources

Find Extra Guidance from Our Extensive Library of Perspectives, Commentaries, and Industry Information.

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043: Why is Pre-Need Planning for Funeral and Cemetery Arrangements So Important?

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042: Could a Family Legacy Documentary Help Preserve Your History and Family’s Future?

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041: Planning for Retirement? Avoid These 10 Investment Blunders

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040 Is a Home Maintenance Plan Worth It? Will it Save You Money?

News & Media

Rossmoor Financial Forum Featuring DMG President, Angela Wright

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039: What Legal Documents Does My 18-Year-Old Need?

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038: How Do Investors Drive Positive Social Change Through Sustainable Investing?

Blog Post News & Media

CBS Interview with Richard Del Monte: The First Republic Bank Crisis Continues

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037: What are the Seven Critical Times in Life That Require Estate Planning?

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036: Do We Really Need Stock Market Predictions?


035: How Do I Protect My Money During a Banking Crisis?

News & Media

ABC 7 News Interview with Richard Del Monte: First Republic Bank Crisis

Blog Post

Market Update: March 12, 2023

Blog Post News & Media Podcast

034: Rossmoor Financial Forum: The 3 I’s – Inflation, Interest Rates, and Investing

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033: The Secure Act 2.0 is Here: How Does it Affect My Retirement Plans?

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032: The Top Financial Strategies That May Seem Illegal, But Aren’t

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What’s in the SECURE 2.0 Act?

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Ready for Some Truly GOOD News for a Change?


Market Update: 2022 In Review

Blog Post Podcast Video

031: The Promise & Pitfalls of Debt & Credit

Are You Ready to Become a Better Investor?

We’ve got you covered! Download a free copy of our e-book, Evidence-Based Investment Insights, and discover proven principles to help you maximize your financial growth.