Wealth Management Services

Delta Wealth Management

WEALTH MANAGEMENT

At Delta Wealth Management, formerly URA Group AZ, we take the time to get to know you and your family, and we deliver personal service along with sophisticated technology to implement and monitor your wealth management plan and make adjustments through time. As a fiduciary, we are continually researching financial strategies which we believe will best help you achieve your financial goals. 

1

INDEPENDENT ADVICE

When we make recommendations, we choose from a large universe of financial options. As an independent advisory firm, we are able to stay unbiased and objective, never “pushing” any product in particular, but instead analyzing the features and benefits of various choices from hundreds of companies while keeping your goals and best interests firmly in mind.
2

Education

We don’t stop there. Wealth doesn’t just happen—it is grown with persistence, dedication and attention. We take the time to educate you about the underlying structure of your potential investments, explaining exactly what each one may provide you in terms of your overall plan. We know that it’s our job to examine the fine print, then explain the nuts and bolts to you so you can make decisions and set your plan in motion. We devote ourselves to analyzing financial products so you can devote your time and energy to your career and family.
3

A Written Financial Plan

Financial planning encompasses the gamut of your relationships, documents all your assets, and contains the strategies chosen to achieve your objectives. In your written plan, we’ll include your timelines for major life milestones, and cash flow, spending and savings objectives.
4

Contingency Planning & Risk Management

At Delta Wealth Management, we don’t forget to look at contingency plans to protect your family’s finances in case of disability or unexpected death. You don’t want sudden circumstances or unexpected tragedies derail your finances or bankrupt your heirs. We will help you by putting contingency plans in place for the worst-case scenarios, hoping they’ll never be needed.
5

Monitor & Review

Good financial planning also includes regular reviews—annually at a minimum. Your life changes and moves through stages. The impact of marriages or divorces, and additions to your family like children and grandchildren, can completely change your plan along the way. Updating beneficiaries as your family changes is also crucial, since those designations take priority over your will.
6

Risk Assessment

Along with your personal tolerance or threshold for investment risk when it comes to your investment portfolio, we want to ensure that as you get closer to retirement, you begin taking less risk with a greater portion of your portfolio. We will design and manage your investment portfolio with your personal circumstances, needs and desires in mind.