At the intersection of life and wealth.
Delegate is an award-winning, independent wealth advisory firm.
What does it mean to be a Delegate?
Managing wealth and creating effective plans for the future is a complicated process. We’re there for you to make sure decisions and transactions related to your wealth are in the best interest of you and your family.
Wealth Management
Estate & Philanthropy
Private Investments
Risk Management
Cash Management
Situation Analysis
Investment Strategy & Oversight
Delegate’s Mid-Year Investment Outlook.
Our newest commentary provides thoughts about the potential for a recession, the general state of the US economy, and what that means for investors and their portfolios.
About Us
The Delegate Difference.
What does it mean to be a Delegate? We meet you at the intersection of life and wealth, streamlining your financial life and your investments to help you realize your long-term financial objectives.
Insights
Delegate Advisors Receives 2025 Family Wealth Report Award in Multi-Family Office Category
We are pleased to announce that Delegate Advisors has won the Multi-Family Office (up to and including $2.5 billion AuM/AuA) category at the 2025 Family Wealth Report Awards. This marks the fourth time our firm has received this prestigious honor from Family...
Delegate Advisors Shortlisted for the 2024 Family Wealth Report Awards
We are pleased to announce that Delegate Advisors has been selected as a finalist for the 2024 Family Wealth Report Awards in three categories: Best Multi-Family Office (up to and including $2.5 billion AuM/AuA), Family Wealth Counseling, and...
Delegate’s Favorite Things: 2024 New Year Edition
Happy New Year! While the holiday shopping season may be over, here at Delegate Advisors, we believe you should treat yourself and your loved ones year-round. In light of this sentiment, we are delighted to present a curated selection of Team Delegate's most loved...
Andy Hart in American Banker: Is Portability the Cure to the Mortgage Market’s Woes?
Amidst a mortgage lending slowdown due to rising interest rates, industry insiders are exploring ways to rejuvenate the market. Some propose taking cues from Canada and other advanced economies, advocating for the adoption of mortgage portability. This policy, already...