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 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 Client Services Manager- Stacy manages our Investment and Long-Term Care Strategies Departments. She assists with wealth accumulation, college savings, retirement, and long-term care funding solutions. Stacy guides the operational aspects of our portfolio management and our portfolio management software. She assists clients with establishing new accounts and 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 children 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

Joanne Shapiro, Client Account Manager - Joanne manages our Employee Benefits Department. Working with new and existing group medical and insurance accounts, she assists in preparing proposals, plan designs, and renewal preparation. Additionally, she renders assistance to clients with claims and billing problems. Joanne has 15 years experience in the health care industry, and uses her knowledge and strong relationship building skills to help ensure that all clients have a positive experience with our Firm.
Outside the Firm, Joanne enjoys exercising and spending time with her husband and two daughters.
 

Michele DeLaFuente - Michele DeLaFuente specializing in Long Term Care Insurance brings a passionate dedication to her profession. She as well as her family, have experienced first hand the roller coaster of emotional as well as the financial devastation of caring for someone you love. Michele's mother, at 62 was diagnosed with breast cancer, 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, and maintaining one's lifestyle without burdening those they care about most, as well as maintaining 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.
 

Ned Lovell, Financial Advisor - Ned is a client of the Firm who has made a career change to join Edelman Wealth Management Group, Inc. His experience is in the healthcare industry where he built relationships with physicians in order to help them meet the needs of their practices. Ned will be focusing on the areas of investment management, life, health & disability insurance, employee benefits and offers property & casualty insurance  through our affiliated company, Edelman Insurance Management, LLC.*
When Ned is not working, he most enjoys spending time with his wife and three children. He also enjoys the beach, swimming, boating, and working on his golf swing.

* Edelman Wealth Management Group, Inc, Edelman Insurance Management, LLC are independent of John Hancock and Signator Investors, Inc. Each party is independently responsible for its own respective lines of business and activities.