Delegate Advisors
Get Full AccessDescription
- Delegate Advisors is an independent wealth advisor working with a select group of ultra-high net worth families and individuals on all the things that touch their financial lives. Our advice is holistic and thoughtful, never piecemeal and most importantly, unbiased. Delegate is different because we combine an independent, boutique advisory setting with sound, institutional quality investment solutions. We go beyond the balance sheet. Using our Horizon Analysis, we create custom models to help our clients see past next year and make decisions on a variety of areas including investments, estate planning, wealth transfer planning, tax planning, charitable giving, among others. We also help our clients with the typical challenges that come with wealth - whether its helping educate their heirs on personal finance or vetting the latest investment pitch from a high school friend.Why do clients work with us? Because we listen intently to what they need, and then focus on finding a solution that works for them. We genuinely care - their priorities become our priorities. We have no objectives other than their objectives. When they need us, were here. This is what it means to be a Delegate.
-
Headquarters:1215 Environ Way , Chapel Hill, North Carolina, United States
More -
Phone Number: +1 919-932-8400
-
Website: https://www.delegateadvisors.com
-
Employees:11
-
Revenue:$1 - 10M
-
Legal Name:Delegate Advisors
-
Delegate Advisors's Social Media
-
Is this data correct?
-
| NAICS Code: 523930 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Delegate Advisors
-
Where are Delegate Advisors's Headquarters?
Delegate Advisors's Headquarters are in 1215 Environ Way ,Chapel Hill,North Carolina,United States
-
What is Delegate Advisors's phone number?
Delegate Advisors's phone number is +1 919-932-8400
-
What is Delegate Advisors's official website?
Delegate Advisors's official website is https://www.delegateadvisors.com
-
What is Delegate Advisors's Revenue?
Delegate Advisors's revenue is $1 - 10M
-
What is Delegate Advisors's NAICS code?
Delegate Advisors's NAICS code is 523930
-
How many employees are working in Delegate Advisors
Delegate Advisors has 11 employees
-
What is Delegate Advisors's Industry?
Delegate Advisors is in the industry of Financial Services
-
Who is Delegate Advisors's President And Chief Investment Officer?
Delegate Advisors's President And Chief Investment Officer is Benjamin Thompson