Office:
816-810-4467
info@deltawealthsolutions.com
2345 Grand Blvd, Suite 2120
Kansas City, Missouri 64108
Our Services
Our Areas of Focus
Discover more about our extensive range of professional services. We constantly update this page, but if you still can’t find what you’re looking for, please feel free to get in touch with us – we will be more than happy to help.
Financial Planning
Whether you need help with your finances, retirement planning, social security maximization, or college planning Delta Wealth Solution's team of Certified Financial PlannersTM can help you accomplish what's most important in life.
Investment Management
With access to some of the most sophisticated research and investment strategies in the industry, the team can help build portfolios to have the highest probability of success given your specific investment objectives.
Retirement Plan Consulting
Delta Wealth Solutions can educate your business on the retirement plan options available, benchmark plan expenses, investment performance, employee participation and potentially decrease windows of liability.
Fiduciary. Transparent. Strategic. The Delta Way.
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.
Delta Wealth Solutions, LLC
Strategies for a Changing World
Contact
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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.
