Vincent D’Eletto
Wealth Advisor & Operating Manager
I help digital entrepreneurs turn business success into durable, after-tax personal wealth. As a fiduciary advisor and Registered Life Planner, I work with founders and operators of online-first businesses to bring clarity, structure, and optionality to their financial lives.
My path with Investment Insight Wealth Management began in 2008. After nine years in operations and client service, I left in 2017 to run one of my companies full time. After a successful exit, I returned in May 2023 for my second tour of duty; bringing hands-on founderexperience and a deep understanding of the decisions entrepreneurs face.
Services & Specialization
My advisory work centers on helping digital entrepreneurs (online business owners, founders, and operators) across the United States clarify their personal goals, structure their finances, and build long-term, resilient wealth outside their businesses.
Services offered:
- Comprehensive Financial Planning:
retirement, tax, estate, education, insurance, and
life planning (coordinated with your CPA and
attorney). - Discretionary Investment Management:
evidence-based portfolios aligned to cash-flow
cadence and after-tax objectives.
Book a 15‑Minute Call with Vin
Background
My career began in digital business.
- In 2010, I started offering SEO services and building revenue-generating websites.
- In 2013, I launched my first digital marketing agency focused on SEO and managing my website portfolio.
- In 2014, I founded an SEO content-marketing agency that he grew and exited in 2023.
- From 2019–2021, I launched and operated a Japanese Izakaya restaurant that was named one of Newsday’s Top 100 Restaurants on Long Island each year under my leadership.
This combination of online-business experience, growth operations, and exit execution gives me first-hand insight into the financial needs of digital entrepreneurs and online business owners.
Education, Designations & Licensing
- Degree: Associate of Applied Science (AAS) with distinction (honors), Business Administration Suffolk County Community College
- Registered Life Planner (RLP®) – Kinder Institute of Life Planning
- Wealth Management Specialist (WMS™) – College for Financial Planning
- Currently Pursuing: Chartered Financial Consultant (ChFC) – The American College of Financial Services
- Licensing: Series 65