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

An Important Note on SVB, the Fed and US-Based Bank Depositors

An Important Note on SVB, the Fed and US-Based Bank Depositors

While we strongly advocate for a “better safe” practice in managing bank deposit accounts, it is also important to understand that the coordinated intervention on Sunday night is designed to allay the concerns of all depositors well beyond Silicon Valley Bank and...

The Best Part About 2022 Is That It Is Over

The Best Part About 2022 Is That It Is Over

Last year was a tumultuous year in capital markets, with historical reference points that reached back decades, even a century. Inflation accelerated to levels not seen since the stagflation of the 1970s, and the Federal Reserve’s tightening program was the most...

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...