When it comes to building generational wealth, after-tax results are what really matter to you. Working closely with our affiliate firm, Delap, we consider tax implications in everything we do.
The Delap Wealth Advisory Difference
Preserve and Grow Wealth for Your Family
Tax-Integrated Planning
We consolidate your business, finance, investment, and tax strategies into an integrated plan.
Legacy Planning
Our wealth advisors specialize in generational wealth management. We’ll assign a family planner focused on the preservation and growth of your family’s wealth and legacy-building strategies.
We understand that building generational wealth requires a long-term approach that involves a range of investment strategies and financial planning techniques. Our experts will work with you to create a customized plan that meets your unique needs and goals.
Investment Advisory
At Delap Wealth Advisory, we are evidence-based advisors. We don’t make decisions based on “hot” market trends.
We don’t engage in stock picking, market timing, or trying to select outperforming, actively managed mutual funds.
The evidence underlying our approach to investments is overwhelming and compelling. It’s endorsed by Nobel Laureates in Economics (Eugene Fama, Harry Markowitz, Paul Samuelson, Merton Miller, Daniel Kahneman, William Sharpe); investing legends like Warren Buffett and David Swensen, Chief Investment Officer, Yale University Endowment Fund; and hundreds of peer-reviewed articles published in prestigious financial journals.
Business Transitions
We help execute transition strategies for your business, whether they involve succession planning, exit planning, or merger and acquisition issues.
By effectively planning and executing a business transition, you can set the stage for sustained growth and profitability, creating a valuable asset that can be passed down to your heirs and grow wealth for your family.
Estate & Trust Planning
We work with your estate attorney to integrate financial, charitable, and non-financial goals with your legacy planning to ensure that your assets are protected for future generations.
Whether you are looking to preserve and grow wealth for your family or want to ensure that your current assets are managed in the most effective way possible, our team has the knowledge and expertise to help you succeed.