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

2023 Financial To-Dos

2023 Financial To-Dos

With the new year comes New Year’s resolutions. While many resolutions focus on health, fitness and well-being, rising interest rates and inflation reaching a 40-year high have led many to add financial guidance to their list of goals in the new year. To help you get...

Delegate’s Favorite Things: 2022 Holiday Edition

Delegate’s Favorite Things: 2022 Holiday Edition

Click here to download the PDF. It’s that wonderful time of year again! With the season of giving in full swing, we believe there is no better time to share our team’s favorite things to keep in mind for friends, family and even yourself. From travel items to local...

Fútbol: An Origin Story

Fútbol: An Origin Story

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,...

Andy Hart Discusses Legacy Planning Best Practices with Barron’s

Andy Hart Discusses Legacy Planning Best Practices with Barron’s

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...