by delgate subadmin | Feb 22, 2022 | Uncategorized
Click here for important information about this video. Delegate Advisors, a leading independent wealth management and family office services firm, is pleased to announce that Benjamin Thompson has joined the firm and will serve as president and chief...
by delgate subadmin | Jan 25, 2022 | Commentaries, Uncategorized
The new year brings a collection of guides for New Year’s resolutions, from getting organized, to getting fit, to learning a new skill or language. What often gets overlooked, however, is financial guidance. Below are our tips to ensure your wealth is protected, your...
by delgate subadmin | Dec 22, 2021 | Uncategorized
Delegate’s purpose is not only to improve the lives of our clients but also improve the world in which we live. This focus is found throughout our company culture, and to formalize this commitment, we launched Mission Delegate in the fall of 2020. Mission Delegate...
by delgate subadmin | Dec 2, 2021 | Commentaries, Things You Should Know, Uncategorized
If you’ve ever been in the military, you know how much they love acronyms. Don’t get me started on the strange names they’ve given to equipment. There are almost 100 acronyms for aviation units! (Look it up in Wikipedia!) What’s a “Blooper?” No, it’s not a mistake;...
by delgate subadmin | Dec 2, 2021 | Commentaries, Things You Should Know, Uncategorized
One of the things that makes Delegate such a special place to work is how much the employees care about each other. We are not just co-workers who see each other inside the office (or virtual office – thanks COVID). We are involved with each other on a holistic level,...
by delgate subadmin | Nov 17, 2021 | Uncategorized
Click here to download the PDF. It’s that time of year again! With the holidays rapidly approaching, we thought it would be the perfect time to share some celebratory gift ideas for you to keep in mind for friends, family and even yourself. This year’s list...
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