ABOUT US
Who We Are
WEALTHplan and TAXplan are the creations of Gennaro and Paola De Luca. Married in 2002 and working together since 2004, they have built a reputation for honesty, integrity and service that exceeds expectations.
WEALTH Management
Who We Are
Our Story
Why Work with Us?
The traditional way to prepare a financial plan involves establishing goals and objectives and then drawing a financial roadmap to get you there. Our experience has taught us that this doesn’t work. Once the plan is reviewed for the first time, it is rarely referred to again. Our process involves creating a central online hub, The WEALTHplan Client Portal, that is referenced at every review meeting or whenever you care to login. This ensures that the plan remains top of mind and progress is tracked systematically. It’s what makes us different, and it will make the difference for you!
Our Mission
Making Tax Preparation Easy
Our mission, as a team, is to provide our clients with the tools and information required to build a strong financial foundation based on our Lifecycle Approach to Financial and Tax Planning. It is our belief that a strong financial foundation built on this premise can withstand unforeseen outcomes and circumstances and allow our clients to maintain a comfortable standard of living now, and throughout their lives.
Schedule a Meeting
Need Help?
We are here to help you.
Our Financial Plans are not what you’ve seen before. Our focus is your financial progress. Schedule a meeting and Let’s Get Started!
Our TEAM
Gennaro De Luca
Gennaro De Luca, CFP®
Gennaro De Luca is a dedicated financial advisor and a Certified Financial Planner (CFP) with a passion for helping clients secure their financial futures. His approach to financial planning was profoundly shaped by the loss of a loved one, an experience that underscored the importance of being prepared for life’s unforeseen challenges. Witnessing the grief and financial uncertainty faced by the loved one’s spouse and children, Gennaro committed himself to ensuring that his clients are not only prepared for unexpected events but are also on track to achieve their financial goals and objectives.
With a blend of empathy, personal experience, and professional expertise, Gennaro works closely with his clients to build comprehensive financial plans that provide peace of mind and a clear path to wealth accumulation. Whether you’re planning for retirement, protecting your family, or growing your investments, Gennaro is here to guide you every step of the way.
Our Team
Paola De Luca
Paola De Luca
As a mother of three, Paola understands the unique challenges that young families face. Balancing work, parenting, and household responsibilities often leaves little time for anything else—especially navigating the complexities of tax planning. Recognizing this struggle, Paola founded TAXplan with a clear mission: to give other working moms and busy families one less thing to worry about.
With a strong background in accounting, Paola was the first TAXpro at the company, meticulously handling each tax return with precision and care. Her deep empathy for young families drives her commitment to helping clients save every possible tax dollar, ensuring they can focus on what truly matters—raising their children and building a secure future.
Today, Paola leads a dedicated team of TAXpros, overseeing every aspect of the process to uphold the company’s 100% accuracy guarantee. Her leadership and personal experience as a working mom enable her to relate to her clients on a deeper level, making TAXplan not just a service, but a trusted partner in their financial journey.
Trusted By
WEALTHplan and TAXplan in the Media
