CardRates.com Editor's Choice™ Award Delap Wealth Advisory

LAKE OSWEGO, Ore. (March 14, 2024) – Delap Wealth Advisory is thrilled to share that it has been recognized as a leader in the wealth management sector with CardRates.com's Editor’s Choice™ Award. This accolade celebrates Delap’s profound impact on families by facilitating the creation of intergenerational wealth and fostering positive social impact through comprehensive wealth management and strategic planning.

“We are honored to receive the Editor’s Choice™ Award from CardRates.com, a testament to our team’s hard work and the trust our clients place in us,” says partner Jared Siegel. “This recognition fuels our continued dedication to serving our clients with integrity, innovation, and a commitment to their long-term success.”

CardRates.com educates consumers about the benefits and risks associated with credit cards. With a robust team of finance experts, CardRates.com is a trusted source for credit card advice, finance news, and service reviews, often cited by national media outlets for expert commentary on financial topics.

With nearly a century of experience in tax planning, assurance, and business advisory services through its parent company Delap LLP, Delap Wealth Advisory extends this legacy to wealth management. The firm's philosophy hinges on the belief that markets work and prices are fair, leveraging decades of empirical data to guide asset allocation and wealth preservation strategies globally.

Delap Wealth Advisory's unique capacity to address the complexities of wealth management, particularly for business owners, has solidified its position as a trusted advisor and thought leader in the industry. In late 2023, the firm was recognized as one of the fastest-growing fee-only registered investment advisors in 2023 by InvestmentNews.

About Delap Wealth Advisory

Delap Wealth Advisory is a premier wealth management firm that helps families build intergenerational wealth and achieve positive social impacts. With a unique approach that combines expertise in accounting and financial planning, Delap Wealth Advisory is dedicated to simplifying financial decisions and creating customized financial plans that harmonize the diverse aspects of wealth, ensuring families not only grow their wealth but do so with purpose and impact.