When life throws you a curve, you need a team that can step in immediately and take care of the details, so you can focus on what’s next.
Wealth Advisors for Life Transitions
Unforeseen challenges and opportunities can significant impact your life plans — divorce, marriage, receiving an inheritance, selling your business, retirement, the loss of a spouse.
These life transitions are new to you. But we’ve probably confronted your issues before — many times. We are wealth advisors for life transitions.
Delap Wealth Advisory can help you successfully navigate through these complex transitions so you achieve and maintain financial stability.
The Delap Wealth Advisory Difference
When you are going through a major life transition or event, it’s natural to feel intimidated and stressed. Your Delap team will be here for you. We give you the clarity and confidence to identify and tackle the important financial issues stemming from your changed situation. We get answers without creating a bill or contacting a third-party resource in all but the most unusual circumstances.
Delap LLP, a public accounting firm, has been around since 1933. Delap LLP is Delap Wealth Advisory’s independent parent company. We’ll be here for the next transition in your life — and for your loved ones and future generations. That’s something few advisors can state.
It should be a source of comfort for you.