AT THE INTERSECTION OF

Life + Wealth

Delegate Advisors is an independent wealth advisory firm that works with families to simplify their financial lives. Life with wealth can be complicated but we are here as wealth strategists and investment professionals to guide families every step of the way.

Delegate Advisors is an independent wealth advisory firm that works with families to simplify their financial lives. Life with wealth can be complicated but we are here as wealth strategists and investment professionals to guide families every step of the way.

Delegate Chief Executive Andy Hart helps clients with anything that touches their financial lives, including cyber security. In this short video, Andy describes an imminent threat to all families: cyber security.

DELEGATE'S HOLIDAY READING LIST

DELEGATE'S HOLIDAY READING LIST

We strive to discover interesting and relevant content, and we believe there’s no one better to share these findings than our clients, colleagus and friends. As a result, we have compiled a list of our favorite books and podcasts for you to enjoy during your holiday downtime.

Read More –

DELEGATE ADVISORS Q3 LETTER

DELEGATE ADVISORS Q3 LETTER

In this letter, we discuss recent market volatility and look back a decade to reflect on the 2008-2009 global financial crisis. We review causes and effects of the crisis with an eye toward what Delegate has learned and how we have prepared clients for the next crisis.

Read More –

DELEGATE RECEIVES AWARD FROM THE FAMILY WEALTH ALLIANCE

DELEGATE RECEIVES AWARD FROM THE FAMILY WEALTH ALLIANCE

We are pleased to announce that Delegate Advisors has won the 2018 Best in the Industry Award in the category of Boutique Multifamily Office (Firm) from The Family Wealth Alliance, an organization that recognizes trailblazers in the industry.

Read More –

DELEGATE ADVISORS

at a glance

What does it mean to be a Delegate? Simply put, we streamline your financial life. By working directly with you, or with your external financial providers, we focus on delivering independent wealth advice. We are different for several tangible reasons – find out more by viewing this overview.

Heard From Clients

Your questions, our thoughts.
Read the latest client questions we’ve answered here.

In The News


Delegate Advisors