Our Firm

Edelman Wealth Management Group, Inc. will assist you in arranging a coordinated Wealth Management Strategy. A sound strategy is just one of the essentials needed to help you achieve your success. At Edelman Wealth Management Group, Inc. we take the time to get to know our clients and their plans for the future. We will help ensure that important opportunities are carefully reviewed, options are never overlooked, and each aspect of your finances is part of a comprehensive analysis.

Scott D. Edelman, President- Scott is the founder of Edelman Wealth Management Group, Inc. and manages all aspects of our wealth management and employee benefits firm. He provides products and services for financial planning, investment management, and estate planning for his clientele of individuals, families, retirees and businesses. Having a strong commitment to giving quality advice and service, Scott puts an emphasis on creating lasting relationships and he regards each client as a friend.

Scott is a qualifying and life member of Million Dollar Round Table holding the Court of the Table status. In addition, he is a member of National Association of Insurance and Financial Advisors with multiple annual awards, and has achieved ACE Gold Level with John Hancock Financial Network.

Active in his community, Scott is the Chairman of the Board of Have a Heart Foundation, a member of the Jewish Children and Family Services as well as a member of the Newtown Business and Professional Association. Scott has contributed financial articles in the Jewish Exponent and has been featured in the Money Section of the Bucks County Courier Times. 

When not busy serving his clients, Scott enjoys working out, playing basketball, and following the Philadelphia Eagles. Married with three children, Scott understands the family and business issues affecting his clients today and in the future, and uses his expertise to provide them with first class wealth management.
As your advisor, my goal is to be there with you the entire way, and will help make sure you are always properly positioned to help you achieve your goals.

Stacy Brilliant, MBA, COO - Stacy guides the operational management of the firm and manages our Investment, Life insurance and Long Term Care Departments. She assists with wealth accumulation, college savings, retirement, and long-term care funding solutions. Stacy guides the operational aspects of our portfolio management. She also assists in preparing both investment proposals and plan designs. She assists clients with establishing new accounts, transferring assets, and producing summary review reports. 

Stacy has been in the investment industry for 12 years. Her excellence in client service, strict attention to detail, and organizational effectiveness help to maximize the value of our advisory services and strengthen the relationships with our clients.

When Stacy is not working she enjoys playing tennis and spending time with her husband and three sons at the beach.

Stephanie Edelman, Director of Marketing- Stephanie manages all marketing programs for our firm. She develops and implements client focused materials and coordinates programs to effectively communicate with our existing clients, centers of influence, and prospective clients. She launches all press releases and is the driving force behind all client events. She continues to enhance and refine the firm’s branding for corporate identity. Stephanie has also put her efforts into creating, maintaining and executing our website. With her dedication and highly motivational approach, she helps to build lasting relationships between our clients and our firm.

When Stephanie is not working she enjoys spending time with her family, walking her Boston Terrier, working out, traveling, and cooking.

Email: stephanie@edelmanwealthmanagement.com

Deena manages our Employee Benefits Department. She coordinates new and existing group medical and insurance programs, assists in preparing proposals and plan designs, and is responsible for renewal preparation, claims and billing problems.  Additional responsibilities include marketing and client service.

Deena has worked in the financial services industry for 7 years as an executive assistant in the Asset Management Services department as well as the Internal Consulting Services group. She has extensive experience working in the insurance brokerage area, assisting with life insurance application processing and quoting group medical and dental insurance.  She also spent several years working in the legal field as a clerk/legal secretary.

She enjoys working with people and building lasting relationships.  She is a detail oriented team player who has the ability to multi task and see projects through to completion.  In Deena’s free time, she enjoys spending time with her husband and two sons.  She also loves to exercise, shop, travel and dine out with friends and family.

Michele DeLaFuente -  Michele DeLaFuente, specializing in Long Term Care Insurance, brings a passionate dedication to her profession. She, as well as her family, has experienced first hand the roller coaster of emotional as well as the financial devastation of caring for someone you love. Michele's mother was diagnosed with breast cancer at 62, which then metastasized. She fought the battle for 7 years. She also dealt with other immediate family members that required nursing facility care. Needless to say, she has found her "calling". With 11 years of experience, she has gained the trust of the members of the Phila. Orchestra, as well as the members of the American Federation of Teachers. She also is a participant in New Hope Celebrates. With the ever changing medicare/medicaid and tax laws, she feels passionate about educating the public about protecting one's assets from catastrophic health costs. She believes in maintaining one's lifestyle without burdening those they care about most, as well as sustaining one's lifestyle in an era of lengthening life spans. Every individual deserves the right to live life fully and completely in dignity, comfort and independence.