Team

Anita Grossman, Private Wealth Strategist

(856)488 2849

At Delphi Wealth Management Group(DWMG), it is my personal goal to help families build and protect their wealth, by providing them with creative financial solutions that include plans to protect their wealth for the next generation. For over two decades, I have been with a long-standing financial institution with deep resources and an esteemed team of national specialists. Grossman Financial Planning Group merged into DWMG.

At DWMG, our expertise is in wealth accumulation and preservation, investment management, retirement and estate planning strategies, insurance analysis, tax reduction strategies, business succession, and charitable giving. We focus on individualized goals and review ongoing changes leading up to and through retirement. We implement strategies for successful business owners, professionals, senior-level executives, and retirees. We work on a cross-disciplinary basis, not just a legal, accounting, investing or insurance basis but across the board. This process allows us to identify coordination gaps and missed financial planning opportunities in your existing plans. Most importantly, we understand the difference between getting work done and getting it done as well as possible. Our clients say that our work has given them greater confidence and clarity in their financial plans and has provided them with a sense of security that comes from knowing what they need to do to achieve their financial objectives. Each plan is custom designed, and all recommendations are in writing. We only take on a limited number of select new clients each year who fit our client profile. We are committed to providing outstanding service that has allowed us to maintain long professional and personal relationships with our clients.

Anita's accomplishments include:

Top Financial Security Professionals - Best-in-State by Forbes on 7/10/2024 based on data from 2023*
Five Star Wealth Manager (awarded 2010-2024) with the most recent award appears on 12/1/2024 based on date 3/13/2024-9/29/2024** Recognized in publications NJ Monthly and Philadelphia Magazine
Interviewed on various television stations discussing how to manage your financial future
Published in several national publications

Quoted in:

Forbes.com
Bloomberg Businessweek
New Jersey Business Journal
NJbiz.com
Bankrate.com
Morningstar.com
Yahoo! Finance
Marketwatch.com

Achieved of the elite Top of the Council* and PREMIER PARTNERS® for client results and service

Member of The Resource Group (TRG) - An internal invitation -only, nationwide network of the top planners within Osaic FA.
Member of Sagemark Private Wealth Services - An internal Osaic FA organization of top planners who focus on clients in the high-net-worth market.
Member of Premier Partners Program -The Premier Partners® Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.
Member of WISE Group - The mission of The WISE Group is to assist women financial advisors with Osaic FA and Osaic FS in the growth and recognition of their practice.
Member of Estate and Financial Planning Council
B.S. Degree, Drexel University
In business since 1995

Prior to joining this industry, Anita had a management position at a Fortune 500 Company

Responsible for the profitability of a multi-million-dollar manufacturing and retail business
Annual sales more than $500,000,000

Past board member of The Golden Cradle Adoption Agency

_{*The Forbes Best in State award is independently produced by Forbes and is based on data from financial advisors, regulatory disclosures, and research by SHOOK. The award was independently granted and membership in an organization was not required. Working with a Forbes Best in State financial professional is no guarantee of investment success. Neither the advisor nor the parent firm paid a fee to Forbes or SHOOK for the nomination, receipt, or promotion of the award. For more information please visit https://www.forbes.com/best-in-state-financial-security-professionals/?sh=71ffb8c07f33#3f969cec18a8}

**The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We were independently nominated for the award. Neither the advisors nor their parent firm paid a fee to FSP for the nomination, receipt or promotion of the award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to: www.fivestarprofessional.com.

CRN-6810631-071924