My name is Ryan Filiaggi and I am the Founder and Senior Wealth Advisor at Noble Virtue Wealth Management located in Dagsboro, Delaware just outside of Bethany Beach. I am originally from West Chester, Pennsylvania but have been working and living locally for the last 5 years. I specialize in helping my clients plan for and invest in their retirement through a methodology referred to as the home endowment portfolio. Through my partner Claraphi we design our portfolios balancing correlating and non-correlating investments to create a more efficient portfolio that will take on the least amount of risk to obtain whatever the financial goal. This strategy has eased the worry of our clients and given them peace of mind to go about their lives knowing their financial health is being cared for with the utmost care and attention.
I founded Noble Virtue Wealth Management after spending the last 14 years between Vanguard and the banking industry as a Premier Advisor managing the Affluent client base of the banks and as Retirement Plan Specialist at Vanguard. Through those years I have acquired my FINRA licenses including Series 7, Series 65, Series 6, Series 63, my Life and Health Insurance and Annuities license, as well as completed countless training programs including a Certified Wealth Advisor accreditation through Cannon. I have managed over $100 million at any given time ranging from 200 clients to 1,000+ clients and received many awards for service including Platinum status, accolades for business development and most importantly the admiration and appreciation from my clients.
Since I have lived and worked in the Southern Delaware beach area for the last 5 years I have seen the tremendous boom in people moving to the area for one reason or another. The main reason being the tax benefits, cost of living and obvious local activities for the retiring workforce. Working for the large financial institutions I did not feel that there was enough ability to create a client experience that really got to the heart of what I believe the Financial Advisor/Client relationship should be, nor did I see the ability to construct solutions, in a FIDUCIARY capacity, that could address the needs of that client base. I paid special attention to these details when designing and building Noble Virtue Wealth Management.
To me you are not just a client, you are not just a number or a commission. You are family. And I want to make sure I do my best to help you take care of yourself and yours. I believe in building strong, lasting relationships that assist our clients in achieving their financial goals. I Believe in a goal-based approach with a deep understanding of your full financial picture, risk tolerance, and time horizon, to direct your assets to the most efficient and effective strategy. I proactively work to anticipate your life transitions, plan accordingly, and review regularly to assure you are always on track and aligned with your goals. Taking a comprehensive look at your financial picture allows me to design solutions around you, in collaboration with you, for the benefit of you and your loved ones.
When you have the trust and peace of mind knowing your financial future is in the right hands you can more thoroughly enjoy all the perks of retirement you worked your whole life to achieve. And let’s not forget the perks of living the beach life. Some of my local favorites… the beach, specifically the drive on in South Bethany for surf fishing and relaxing weekends. Although I still have yet to catch anything worth noting. All the local restaurants including the Off the Hook restaurant group, Defiebos, the Boathouse, Fins ale house and Raw bar, and many more. I also am a member at Cripple Creek Golf Country Club where I dine as well as get my golf fix in. I enjoy Kayaking and other water activities on the Indian River Bay and although I am currently without a boat, I plan to be out on the water as soon as I find the right vessel. In the meantime, I have a motorcycle I enjoy cruising around the area and have recently joined a charitable organization Hogs for Hero's to give back to our brave law enforcement, veterans, firefighters, ems ect. I also enjoy my involvement with the Bethany-Fenwick Chamber of Commerce and look forward to getting involved in more community events. So when you see Noble Virtue Wealth Management out there come say hello! I would love the opportunity to welcome you as a new member of the Noble Virtue Family!