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 Registered Investment Advisors (RIAs). DWA also stands out as the only firm from Oregon on the prestigious 2024 list, a true testament to our innovative approach and commitment to client success.
This repeated recognition places us in a rare category of consistent excellence and growth, akin to sports teams that achieve multiple championships. As the Kansas City Chiefs strive for a historic third consecutive Super Bowl victory, DWA similarly celebrates its own “three-peat” in financial excellence.
Our team’s commitment to exceptional service and strategic financial planning continues to set us apart in the wealth management industry. This achievement is not just a reflection of our growth in assets under management but also underscores our ongoing dedication to maximizing the after-tax value of our clients’ assets through smart, fee-only investment strategies.
At DWA, we understand that taxes often represent the single largest lifetime expense for our clients. That’s why our approach goes beyond traditional wealth management. We integrate strategic tax planning into every facet of our wealth advisory services, ensuring that our clients not only earn more but, more importantly, keep more of what they earn.
Our success is built on a foundation of:
- Proactive Tax Integration: By making tax planning a cornerstone of your financial strategy, we help increase your after-tax outcomes, enhance wealth predictability, and ensure you retain more of your hard-earned money.
- Customized Wealth Strategies: Our team tailors strategies to your unique financial goals, combining our expertise in tax optimization with comprehensive wealth management.
- Client-Centric Relationships: We believe in partnering with our clients, providing them with the expertise and insights needed to navigate their complex financial landscapes successfully.
As we celebrate this significant achievement amid the excitement of the Super Bowl, we invite you to join us in securing your financial future. Whether you are aiming for immediate financial goals or are planning for generational wealth transfer, DWA is equipped to guide you toward achieving exceptional after-tax outcomes.
Partner with Delap Wealth Advisory, where earning more is just the beginning, and keeping more is our standard. Reach out today to explore how our award-winning strategies can benefit you, your business, and your family.
Disclosure: Delap Wealth Advisory, LLC, was ranked as the sixth fastest growing fee-only RIA in the United States in the $500M-$999M Assets Under Management (“AUM”) category based upon percentage growth in AUM reported between July 2021-July 2024 according to Investment News. Investment News has 3 AUM category of firms in total: under $500M, $500M to $999M, and $1B+ with 75 winners in total. According to the Investment Adviser Association and data sourced from the SEC, there were 15,396 SEC-registered advisers in the United States as of December 2023. AUM amounts obtained from firms’ respective Form ADV filed with the SEC. Delap Wealth Advisory did not pay a fee to participate.
About Delap Wealth Advisory
Delap Wealth Advisory is your wealth advisor, tax strategist, and investment manager — all under one roof. A leading fee-only wealth advisory firm based in Oregon, DWA specializes in helping business owners maximize the after-tax value of their assets. With a unique approach that combines expertise in accounting and financial planning, DWA is dedicated to simplifying financial decisions and reducing the complexity and stress of wealth management for its clients.