Delta Wealth Solutions, LLC

Delta Wealth Solutions, LLC is an investment advisory firm founded in 2019 and registered to provide services in 2020. The firm specializes in asset management, offering discretionary services to clients for ongoing asset management based on individual investment goals, time horizons, objectives, and risk tolerance. Additionally, they provide financial planning services at no extra cost. Delta Wealth Solutions also offers ERISA plan services, acting as a limited scope ERISA 3(21) fiduciary for qualified retirement plans. The firm does not require a minimum account size to open an account. Regarding fees, for asset management services, clients are charged an annual fee of up to 1.50% of managed assets, billed quarterly in advance. ERISA plan services fees are based on the market value of included assets and will not exceed 1%. The firm does not receive external compensation for the sale of securities to clients. The investment strategy at Delta Wealth Solutions is based on asset allocation, fundamental analysis, technical analysis, and cyclical analysis. They focus on balancing risk versus reward and offer services to individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. The firm's investment philosophy emphasizes risk management and client-tailored strategies. The firm's principal executive officers, Matthew Seidel and Carson Sanford, hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. They have clean disciplinary records and are actively involved in the supervision and management of the firm. Additionally, Carson Sanford also holds the Chartered Financial Analyst (CFA) designation.