Delta Wealth Management, formerly URA Group AZ, is an independent firm of financial advisors dedicated to providing comprehensive financial services and education. Voted Best Financial Planning Service in Scottsdale by Scottsdale Progress, Lovin’ Life After 50, and Airpark News, Delta Wealth Management has become a trusted and established financial firm in the Scottsdale community while serving clients across the country. We understand the importance of sound retirement planning and thoughtful, personalized financial advice.
01
Independent
As an independent firm, we never lose sight of the fact that first and foremost we work for you, the client.
Delta, unlike many larger and complex firms, is unconstrained by special behind-the-scenes arrangements that might impair our interest and ability in providing you with the absolute best possible investment solutions at the lowest cost.
We are able to offer clients a full selection of the highest quality investment solutions.
02
Trust
Trust is what it is all about. Delta is a firm built on integrity and going the extra mile for our clients. We provide clients with direct, straightforward answers. We place client interest first and believe in total transparency of process.
The better our clients understand and know us, the higher the likelihood of our achieving long-term investment success together. We believe working with clients is a team effort and we pride ourselves on knowing our clients on a personal level.
03
Personalized Customer Service
Clients work directly with senior investment professionals. There are no automated phone trees to work through and service middlemen to prevent you from having direct access.
Given the very high importance of managing your life savings and achieving your long-term financial objectives, we believe working together principal-to-principal is the appropriate relationship.
04
Proactive Management
All investment styles will cycle in and out of favor. Investors should be proactive in avoiding major loss from deep and sustained bear markets.
To mitigate the risk on having a portfolio entirely bound by a single, out-of-style approach, we believe portfolios should be inclusive of a variety of asset allocation methods.
