Our Clients

Delta Wealth Management Clients Include:

  • The individual who needs retirement planning and desires active guidance regarding the  management of their investments
  • The individual who is already retired and needs to modify their investment portfolio to manage certain health care or livings needs
  • The executive who does not have the time to manage his or her portfolio
  • The entrepreneur who wants their advisor to be able to look at their business, real estate and investment portfolio and provide integrated advice free from any conflict of interest
  • The trustee who has been handed the responsibility to manage a portfolio and needs advice as to how to invest assets from a fiduciary standpoint
  • The individual who has been handed the duty to manage an investment portfolio due to a life changing event such as divorce, inheritance, or change in lifestyle