Delap Wealth Advisory (DWA) is proud to announce a remarkable milestone: for the third consecutive year, we have been recognized by Investment News as one of America's fastest-growing fee-only … [Read more...]
Industry News Blog Posts
Delap Wealth Advisory Named One of the Fastest Growing Fee-Only RIAs of 2023 by Investment News
LAKE OSWEGO, Ore. (November 30, 2023) – Delap Wealth Advisory, a pioneering Oregon-based firm renowned for its specialized focus on maximizing the after-tax transferable value of business owners' … [Read more...]
How the CARES Act Impacts Retirement Accounts
The recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act is a $2 trillion response to COVID-19. The bill is an emergency stimulus package designed to reduce the devastating … [Read more...]
A CARES Act Overview
With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of … [Read more...]
Top Excuses Northwest Business Owners Use to Avoid Exit Planning
After 30 years of working closely with Northwest business owners, I've made some interesting observations. Every business owner will someday exit their business, either voluntarily or … [Read more...]