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RYAN
As head of his family business, Ryan needs wealth management guidance as well as help dealing with a family in transition.
BRAD
A young, extremely successful tech exec, Brad was looking for a practice to steward his growing wealth.
EVAN & KELLY
Preparing for the sale of their family business, Evan and Kelly were looking for an advisory firm to help them through the transition.
SARAH
Coming out of a challenging divorce, Sarah was looking for a firm to protect her interests and guide her investments.
JENNIFER
Jennifer is a smart, successful corporate executive who has built a profitable business, in part by surrounding herself with the best talent.
HENRY & ELLEN
About to retire from a successful law practice, Henry and his wife, Ellen, are looking to secure the promise of their golden years.
Please Note: The above Case Study is hypothetical and does not involve an actual Delphi client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Delphi is engaged, or continues to be engaged, to provide investment advisory services.
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