Business Owner Wealth Management.
Financial Mentorship
and Clarity.
Balancing Goals, Dreams, and Results.
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Read Our Latest Thinking.

Integrated Wealth Planning for Your Business and Family.

Delap Wealth Advisory provides coordinated business owner wealth management and mentorship.  We deliver planning strategies, institutional-quality research, and goal-based wealth management solutions that are built upon the specific passions, interests and needs of our clients.  Our team understands the unique intricacies, challenges and opportunities business owners face as it pertains to their complete wealth picture.  At all phases of the business ownership wealth lifecycle, we partner closely with clients to build for tomorrow in a way that reflects your goals for your life and legacy.  We believe the right answers are often preceded by the right questions. That is why we are equal parts careful listener and active financial leader.

Coordinated Planning

Coordinating your business, finance, investment and tax strategies will drive optimal results.

Family Office

A family CFO focused on the growth and preservation of the family’s wealth and simplifying the complexities of your financial life and legacy-building endeavors.

Investment Management

Goals based strategies, institutional quality execution focused on preserving your wealth.

Business Transitions

Seasoned advisors to architect and execute successful transition strategies for your business.

Philanthropic

Aligning financial, charitable, and non-financial goals with legacy planning techniques.

Estate & Trust Planning

Tax efficient strategies to accomplish your family legacy goals.