Wealth Management in Portland, Oregon
At Delap Wealth Advisory, we utilize our wealth management expertise — and the vast resources of Delap LLP — to achieve financial clarity and success for our valued clients in Portland, Oregon, and around the nation.
Delap LLP is one of Portland’s largest local accounting firms, with over 100 team members. It was founded in 1933 by Virgil DeLap, the grandfather of Dave DeLap. Dave is a partner in both Delap LLP and Delap Wealth Advisory.
Delap Wealth Advisory was formed in response to requests from clients of Delap LLP who wanted to coordinate their business strategies with their personal financial plans. We specialize in serving business owners and high-net-worth individuals and families with their wealth management, investment management, business transition, life transition, and financial planning needs.
Both Delap Wealth Advisory and Delap LLP share the same mission and values: Integrity, seeking opportunity for improvement, embracing change, welcoming diversity of ideas, striving for excellence with passion, staying balanced in our personal lives, and working together as team.
You may come to us overwhelmed by trying to juggle all of your commitments. When you get to know us, you’ll feel like a massive weight has been lifted from your shoulders.