Delta Wealth Advisors

09/09/2026

A successful event thanks to our clients, guests, and presenters. It's a wrap!

We learn something knew each time at these and its fun to share with clients.

09/03/2026

What happens when disruptive technology becomes investable?

On Tuesday, September 8, Delta Wealth Advisors is bringing an impressive lineup of investment professionals to the Supply Chain Hall of Fame in Rogers.

We’ll explore several forces reshaping the global economy:

• Artificial intelligence and robotics
• Rare earth minerals
• Digital assets
• Nuclear energy
• Video gaming and e-sports
• Quantum computing
• And more

Presentations will feature investment professionals from First Trust, American Beacon Partners, and VanEck.

This educational event is designed for experienced investors interested in growth-oriented and disruptive investment themes.

Tuesday, September 8
5:30 PM
Supply Chain Hall of Fame
5111 W. JB Hunt Drive, Rogers

Space is limited. RSVP by September 5 to [email protected]. Guests are welcome.

Investing involves risk, including the possible loss of principal. The strategies discussed may not be appropriate for every investor.

08/30/2026

We had a great time with clients last night at the Lynyrd Skynyrd / Foreigner concert at Walmart AMP Walmart. I loved this note from a client.

"Thanks again for hosting a wonderful event last night. _____, _____, and I had a great time.
It was great getting to experience The Amp for the first time.

Thanks to all the Delta Wealth Advisors crew for taking great care of us. The concert was a great throwback to the music of our highschool days, food was top notch.

Sincerely,

Valued Client"

This is why we do client appreciation events.

08/28/2026

We had fun hosting clients and guests at the Walmart AMP Wednesday evening!

311 / Dirty Heads / Rome (Formerly Sublime), and Atmosphere.

08/17/2026

Just what we do...

We sharpen the saw with teammates and peers.

“The day you stop learning is the day before you stop teaching.”

Always learning. Always improving. Always finding better ways to serve clients.

Pictured here is an interest session discussing advisor AI tools with LPL leadership and a break out with Anthropic representatives.

08/14/2026

Fun Friday...

Looking back to Tuesday night's Carrie Underwood concert at

08/12/2026

Fun in San Diego this week with our team!
🌴☀️

Most of this conference was getting out of our business to work on it, to make improvements for clients. But that's not all. We also had a blast as a team!

Also awesome to run into friends and catch up!

08/12/2026

Do we ever stop caring about the success of our children?

Each stage is different, but the goal is always the same. Give them enough to do something, and not so much that they do nothing. How do we build the right habits for success?

🏖️ Childhood (Short-Term):
Funding experiences like travel, insurance protection, activities, and enrichment while balancing spending with long-term savings.

🚗 Teenage Years:
Covering growing needs such as vehicles, and activities, with a focus on shared responsibility and early financial accountability.

🎓 Launching:
Planning for post-secondary education or alternative paths, while setting expectations around cost-sharing and student ownership.

🏠 Early Adulthood:
Selective support for milestones like housing, weddings, or business ventures, rather than ongoing assistance.

---

The aim is not to remove challenges, but to build resilience and responsibility.

This requires judgment on when and how much to support.

It also involves integrating cash flow, investments, taxes, insurance, education funding, gifting, estate planning, and critically retirement planning.

---

“How can we use our resources to help our children become financially independent of us?”

Multi-generational planning.

08/11/2026

⭐️⭐️⭐️⭐️⭐️

We’re always grateful when a client takes the time to share their experience.

Financial planning is personal. It involves goals, family, hard-earned money, and a whole lot of trust. We don’t take that responsibility lightly.

Thank you for the kind words and for allowing Delta Wealth Advisors to be part of your financial journey. We’re thankful to serve some pretty incredible people!

★★★★★

08/10/2026

Just what we do for YOU...

🎒 Back to School. Back to Planning for children and grandchildren.

Family vacations.
College savings.
First cars.
Insurance protection.
First homes.
Future opportunities.

Helping parents and grandparents prepare financially for the next generation.