About Dellosa & Co.
Built from inside the industry we serve.
Dellosa & Co. was started by someone who spent his career leading marketing inside wealth management firms, so every client gets a partner who already understands the business underneath the marketing.
The story
David Dellosa has spent nearly 15 years in marketing, including leadership roles at MAI Capital and Sequoia Financial. He sat in the compliance review meetings, worked through custodian changes, helped plan client events, and watched good advisors struggle to explain what made them different.
He also watched outside agencies miss the mark. They brought solid general marketing skills but had to learn the industry on the client’s time and budget. In January 2025, he went independent to build the kind of partner he wished those firms had.
We know why a firm cares about its Form ADV language, why a referral from a CPA matters more than a hundred social media likes, and why the word “guarantee” makes a compliance officer nervous.
Why we work only with advisory firms.
Focusing on one industry lets us go deeper instead of wider, and our clients feel the difference in every project.
Deeper work
We already know the difference between fee-only and fee-based, how prospects think about switching advisors, and what a nervous pre-retiree is really asking.
Faster compliance review
We build review into the process from the start and know which claims will draw questions, so content does not sit in limbo for weeks.
Tools that keep improving
Our strategy, content systems and reporting get sharper with every firm, because they are tested on the same kinds of decisions again and again.
How we work
Senior-led on every engagement
You work directly with experienced people who understand your business, without a rotating cast of account managers.
Strategy first, through CLEAR
Most engagements begin with a CLEAR workshop, so every recommendation ties back to what your leadership team agreed on.
Compliance built into the process
We plan review timelines with your compliance team or consultant from the beginning, and your compliance team always makes the final call.
Our approach to AI
People make every decision that matters.
We use AI the way a good firm uses any powerful tool: to speed up research, drafting and production, so more of your budget goes to senior thinking instead of busywork.
Every strategy decision, every piece of client-facing work and every judgment call is made and reviewed by people who know your firm. Nothing goes to you, or to your compliance team, without a human standing behind it.
Senior-led, with the right specialists behind the work.
David Dellosa leads every engagement personally, from the CLEAR workshop through brand, website, content and search. He is your main point of contact from the first call through every launch.
Behind him is a small bench of trusted specialists in web development, design and content production, brought in when a project calls for them. You always know who is working on what, and David reviews everything before it reaches you or your compliance team.
Giving back
Each year, our pro bono program supports a small number of nonprofits with the same strategy and marketing work we do for clients. Giving back matters to us, and the work keeps us sharp in its own way.
Where we work
We are based in Cleveland, Ohio, and work with advisory firms across the country. Most of our work happens virtually, and we are glad to visit when a project calls for it.
Let’s talk about your firm.
An intro call is a straightforward conversation with David about where your firm is headed and whether we are the right fit to help.