12/02/2020
Etico Wealth Management, LLC, (Etico WM) formerly known as DLG Wealth Management, LLC has changed their name in order to provide a more recognizable association with their affiliate broker dealer, Etico Partners, LLC, member FINRA, SIPC. Etico WM is a seasoned Investment Advisory firm registered with the Securities and Exchange Commission (SEC). With headquarters in Clifton Park, NY and offices located throughout the US, Etico WM offers a wide range of investment management and financial planning services for individuals, family groups, small businesses or institutions.
Wendy Elliott, CEO of Etico WM, expressed her excitement with the recent change stating, “this provides us with a great opportunity to continue offering high-quality wealth management services with an ethical focus on building and maintaining strong relationships with our clients as well as providing a stronger affiliation with the broker-dealer Etico Partners, LLC.”
Joe Leo, Executive Vice President and a long-tenured Etico Wealth Management advisor, stated “as a growing business with strong roots in multiple states we felt that the name change provided more recognition and clarity for our business moving forward.”
Etico Wealth Management, LLC, (Etico WM) formerly known as DLG Wealth Management, LLC has changed their name in order to provide a more recognizable association…
