Delana is a Licensed Client Service Associate holding her Series 65 - Uniform Investment Adviser Law Exam. Delana's role with SWA covers a broad scope of responsibilities from ensuring internal process excellence to all aspects of client engagement and servicing.
Sackett Wealth Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sackett Wealth Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sackett Wealth Advisors, Inc. unless a client service agreement is in place.
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