Office:
816-810-4467
info@deltawealthsolutions.com
2345 Grand Blvd, Suite 2120
Kansas City, Missouri 64108
About Us
About Us
Who We Are
Delta Wealth Solutions LLC is a Registered Investment Advisor in the state of Missouri founded on the principle of putting client interests above all else. Delta Wealth Solutions doesn’t answer to shareholders, it answers to clients. Delta Wealth Solutions aims to provide fiduciary, transparent, strategic solutions with the goal of enhancing financial success for each client.
Fiduciary. Transparent. Strategic. The Delta Way.
Matthew T. Seidel, CFP®
President & Wealth Advisor
Matt is a Wealth Advisor and President of Delta Wealth Solutions. In addition to helping his clients achieve their most important financial goals, he also functions as the operational head of the firm, recruiting additional talent, selecting our technology suite, and maintaining relationships with outside vendors.
- CERTIFIED FINANCIAL PLANNER TM, 2018
- Bachelors in BA, University of Missouri - Columbia, 2013
- Boys & Girls Club of Greater Kansas City Emerging Leaders Council
- Phi Gamma Delta - Housing Corporation Board Member
Phone:
816-810-4765
E-Mail:
MSeidel@deltawealthsolutions.com
Carson T. Sanford, CFA, CFP®
Head of Investment Strategy & Wealth Advisor
Carson is a Wealth Advisor and Head of Investment Strategy for Delta Wealth Solutions. In addition to implementing wealth solutions for clients, Carson is responsible for providing due diligence on all ETF’s, mutual funds, bonds and individual equities within client portfolios. Furthermore, Carson focuses on researching optimal portfolio asset allocations and goals based wealth management strategies for clients across the firm.
- CHARTERED FINANCIAL ANALYST (CFA), 2021
- CERTIFIED FINANCIAL PLANNER TM, 2017
- Bachelors in BA, University of Missouri - Columbia, 2013
- Nelson Atkins Art Leaders - Program Participant
- First Hand Foundation Court Member
Phone:
816-810-4704
Dennis G. Newkirk, CPA, CFP®
Retirement Planner & Wealth Advisor
Dennis is a Retirement Planner and Wealth Advisor for Delta Wealth Solutions. He specializes in income distribution planning for clients in several states who are in the decumulation phase of retirement. Prior to joining Delta Wealth Solutions, Dennis served as the President of Newkirk & Company, LLC, a retirement planning boutique, and was formerly CFO of an international chemical company.
- Cox Medical Center Branson - Board Member
- Skaggs Foundation - Board Member
- Community Foundation of the Ozarks - Investment Advisory Board Member
- Cox Health Board of Directors - Finance Committee
- CERTIFIED FINANCIAL PLANNER TM, 1999
- President - Newkirk & Company, LLC 1999-2021
- CERTIFIED PUBLIC ACCOUNTANT, 1975
- Bachelors in BA, University of Missouri - Columbia, 1973
Phone: 417-339-3700
E-Mail:
dnewkirk@deltawealthsolutions.com
Delta Wealth Solutions, LLC
Strategies for a Changing World
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Copyright © All Rights Reserved.
Delta Wealth Solutions LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Delta Wealth Solutions LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and only intended for those in states in which Delta Wealth Solutions is registered, and nothing on this website should be considered investment advice. Advice is only given to clients with a signed Investment Advisory Agreement. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
The CFP® certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam and agreeing to be bound by the CFP® board’s Standard of Professional Conduct. As a prerequisite, the individual must have a Bachelor’s degree from a regionally accredited United States college or university (or foreign university equivalent) and have at least 3 years of full time financial planning experience (or equivalent measured at 2,000 hours per year). This designation requires 30 hours of continuing education every 2 years and renewing an agreement to be bound by the Standards of Professional Conduct.
The CFA Charterholder designation is issued by the CFA Institute. In order to receive this designation, a candidate must have either: 1) an undergraduate degree and 4 years of professional experience involving investment decision-making, or 2) 4 years qualified work experience. Each candidate must complete a self-study program of 300 hours of study for each of the 3 levels. Once a candidate passes each of the three 6-hour exams and meets the appropriate experience requirements the CFA charterholder designation may be used.
