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.

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Wealth Management

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Estate & Philanthropy

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Private Investments

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Risk Management

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Cash Management

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Situation Analysis

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Investment Strategy & Oversight

Delegate’s Mid-Year Investment Outlook.

As interest rates rise, inflation continues to increase and market volatility remains omnipresent, the potential for the US economy to enter a recession increased substantially in the first half of 2022.

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’s Favorite Things: 2024 New Year Edition

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 Reuters: How to Solve the U.S. Housing Problem 

Andy Hart in Reuters: How to Solve the U.S. Housing Problem 

The housing market in the U.S. is facing a significant imbalance between supply and demand, exacerbated by a substantial increase in mortgage rates in 2022, which has led to record-low housing affordability. Even high-earning individuals are now forced to rent, and a...