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Delap Wealth Advisory

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Delap Wealth Advisory

Overview:

Integrated Wealth Planning for Your Business and Family.
Delap Wealth Advisory provides coordinated business owner wealth management and mentorship. We deliver planning strategies, institutional-quality research, and goal-based wealth management solutions that are built upon the specific passions, interests and needs of our clients. Our team understands the unique intricacies, challenges and opportunities business owners face as it pertains to their complete wealth picture. At all phases of the business ownership wealth lifecycle, we partner closely with clients to build for tomorrow in a way that reflects your goals for your life and legacy. We believe the right answers are often preceded by the right questions. That is why we are equal parts careful listener and active financial leader.

History:

Helping clients win for over 80 years

Delap Wealth Advisory was born from the eight decade heritage of our affiliated CPA firm, Delap LLP. For over 80 years we have been helping business owners make more predictable and profitable wealth building decisions. To complement and strengthen this tradition of forward-thinking client care, Delap Wealth Advisory was launched. Our team has played a financial leadership role advising clients through each of the critical stages of the ownership wealth cycle. Business ownership is a tremendous platform to create wealth, but it can be fraught with risks and financial complexity. To truly maximize owner wealth, advisors must possess a deep working knowledge of the business strategies that optimize the financial performance and tax efficiency of business profits. The bottom line, owner wealth is going to be powered by their business’ cash flow. Delap Wealth Advisory provides the integrated planning platform that enables owners to better coordinate their business strategies with their personal financial plan.

To learn more about Delap LLP and our separate public accounting services, visit www.delapcpa.com.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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