Fiduciary
Delta Wealth Solutions is legally bound to act in a fiduciary capacity for firm clients at all times, in all cases, no exceptions. Delta Wealth Solutions advisors are required to act in clients’ best interest at all times, in all cases, no exceptions.
Transparent
Delta Wealth Solutions is a fee only wealth manager. Meaning the only compensation received by the firm is based on the contractual agreement with each client. Within the firm’s legal structure, Delta Wealth Solutions can not receive compensation for mark-ups, mark-downs, commissions, or transaction based compensation. Every penny of compensation received by the firm is disclosed on each quarterly statement.
Strategic
Delta Wealth Solutions believes in goals based wealth management as the key driver to client success. The firm aims to reduce cost headwinds to the greatest extent possible through reducing management fees, minimizing bond spreads, and utilizing low-cost index strategies when appropriate. All clients will have the opportunity to develop a plan and create an optimized portfolio tailor-made for their planning objectives.