? Join us in congratulating Associate Wealth Advsior Elizabeth Roach, CFP? for earning her Certified Financial Planner? credential! Cheers to you for a job well done, Beth! #cfp #certifiedfinancialplanner #congratulations
Delap Wealth Advisory LLC
金融服务
Lake Oswego，OR 216 位关注者
It's your future — see your whole financial picture.
关于我们
Delap Wealth Advisory is your wealth advisor, tax strategist, and investment manager — all under one roof. We utilize our expertise to help our valued clients achieve financial clarity and success. Understanding who you are is where we start. Whether you're running your own business, in a life transition, interested in ESG investing, or looking to preserve and grow family wealth, our allegiance is to you. You may come to us overwhelmed by trying to juggle all of your commitments. When you get to know us, you’ll feel like a massive weight has been lifted from your shoulders. Delap Wealth Advisory LLC was formed in 2016 in response to requests from clients of Delap LLP who wanted to coordinate their business strategies with their personal financial plans.
- 网站
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https://delapwa.com/
Delap Wealth Advisory LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Lake Oswego，OR
- 创立
- 2016
- 领域
- Wealth Management、Investment Management、Financial Planning、Tax Planning、Legacy Planning、Estate Planning、Charitable Giving和Retirement Planning
动态
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?? Join us in congratulating Elizabeth Roach on her promotion to Associate Wealth Advisor! Outstanding work, Beth! #promotions #delapcareers #congratulations
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With an AUM of $317,812,809 and a three-year growth of 210%, independent member of the Buckingham Strategic Partners’ community Jared Siegel, BFA?, CEPA??of Delap Wealth Advisory LLC was named as one of InvestmentNews’ Fastest-Growing Fee-Only RIAs of 2023!?Congrats to Jared and his team for their amazing growth and for the work they do to support their clients. ? #PoweredWithBuckingham