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.
Estate & Philanthropy
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.
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.
In the beginning, “sport” was wrestling and hitting. And big people ruled. Then, some decided to add swords and clubs, and smaller folks did better. People died, so they went back to grappling and hitting. Strong people continued to rule. Eventually someone said,...
One of the most important parts of being the head of your family is leaving a legacy. For many families, however, legacy planning comes with two topics many prefer to avoid discussing: money and their own mortality. Fortunately, there are some steps you can take to...
Extraordinary Times: A Historical Perspective on the Role of the Fed and Its Impact on the Financial Markets
The term “extraordinary times” is probably overused these days, but it is fair to say that we are experiencing economic, market and geopolitical events that have not been seen in quite some time. One must look back to the early ‘80s to find headline inflation at...
The potential for the US economy to enter a recession increased substantially in the first half of 2022. In this article, we provide some thoughts about the potential for a recession, the general state of the US economy, and what that means for investors and their...