Delap Wealth Advisory
Delap Wealth Advisory LLC (DWA) is an independent Investment Advisor firm registered in the state of Oregon. DWA only provides investment advisory services where it is appropriately registered or exempt from registration.
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.
Address: 5885 Meadows Road, Suite 200, Lake Oswego, OR 97035, USA
Phone: +1 503 974 5737
FAX: +1 503 697 4196
