At Delap Wealth Advisory, we handle all your financial needs in one location, with one integrated team.
We’ve been around for more than 85 years. We’ll be here to serve you and your loved ones today, tomorrow, next year, and for the next generation.
Our Approach to Wealth Advisory
As your advisor, our allegiance is to you. We put your interests first and help you achieve less stress and complexity in managing your wealth.
We approach your wealth with one integrated team and bring together our experts in tax, accounting, and business advisory to serve you. The goal? Financial clarity. And it starts with a plan, a process, and a product.
We advise across the entire balance sheet on an after-tax basis and will help you balance your capital with your values.
Our process is cross-disciplinary and coordinated. Your plan is informed by our financial planner(s), investment advisor, AND tax CPA. These unique professional perspectives are coordinated for you in pursuit of more tax-efficient outcomes.
The “product” of wealth advisory is the portfolio (investment management). We’re an evidence-based firm. Delap uses peer-reviewed financial science to inform investment decisions.
Free Guide: How to Find Your Fiduciary Financial Advisor
When it comes to selecting or retaining a financial advisor, how do you know if you’re making a wise choice? This free guide will cut through the confusion and help you choose an adivosr who is a good fit for you and your wealth.
You’ll get insight into:
-The advisory environment (including terminology you should know)
– How to address the decisive details
– Conducting due diligence
PLUS: A list of questions to ask your potential financial advisor