At Deerhaven Wealth Management, we’re committed to helping individuals and families build lasting financial well-being through personalized, forward-thinking investment strategies and planning.

Backed by over 75 years of combined investment experience, our team offers trusted guidance, custom solutions, and steadfast support, empowering our clients to navigate life’s complexities helping them achieve their long-term goals with confidence and clarity.

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Our advisors

TJ Spizzo

CFP®, CRPC, APMA®

Private Wealth Advisor

Managing Director
Learn more about TJ Spizzo Visit TJ Spizzo's website

Dan Kane

CFP®, CRPC, APMA®

Private Wealth Advisor

Managing Director
Learn more about Dan Kane Visit Dan Kane's website

Edmund Iannelli

Financial Advisor

Managing Director
Learn more about Edmund Iannelli Visit Edmund Iannelli's website


Our team

Kathy Danielson

Kathy Danielson

Registered Client Service Associate

Francesca Milde

Francesca Milde

Registered Client Service Associate,

Certified Public Accountant