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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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

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...

Delegate’s Mid-Year Investment Outlook

Delegate’s Mid-Year Investment Outlook

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...

Andy Hart Offers Tips for Buying a House Sight Unseen to CNBC

Andy Hart Offers Tips for Buying a House Sight Unseen to CNBC

Since the onslaught of the pandemic, there has been a real estate boom throughout most of the country. Even now as mortgage rates, home prices and recession fears rise, homes continue to sell faster than ever before – causing many would-be buyers to feel a sense of...