A little about us…
As a financial investment advisory firm, we provide individuals, businesses, and institutions with expert knowledge, support, and action plans to meet their unique goals. We understand that by placing you at the core of everything, we can meet your needs. Our approach is to learn about you and your family and to provide fully objective advice, deep experience, and strong fundamentals in fee-only custom financial planning and investment management.
What makes us stand out from our competitors is trust, transparency, and expertise. Our success is dependent on the success of our client’s strategies and financial plans customized for their specific needs.
Spring Delta Asset management is a NY Headquartered Wealth and Advisory Firm. Founding Principal Michael Lackwood leads the firm. The Spring Delta team possesses a wide range of expertise related to creating financial solutions, managing risk, generating opportunities, and providing trusted advice. We work alongside certain professionals and entrepreneurs with family-owned companies to formulate multi-generational business development and transition and wealth transfer strategies.
We use various strategies, programs, and technology tools to incorporate active portfolio management, tracking institutional money flow, and successfully monitoring income/expense cash flow to capture spending advantages and disadvantages.
Spring Delta Asset Management offers a distinct perspective on securing a legacy for clients seeking to protect what they have worked for.
As a Registered Investment Advisor (RIA), we customize strategies that build, preserve and transfer assets in the most efficient way possible while delivering financial advice and solutions with a sense of urgency and organization. There are distinct advantages to our independence that enables our firm to serve our clients best.
We are continually delivering innovative approaches to diversified financial services. Our focus is to create sustainable and secure futures for our customers and businesses. This drives us to confront our customers’ biggest financial challenges boldly.
Relationships
The majority of our clients have been with us and our advisors for over a decade. Our clients aren’t just numbers to us, they make our Spring Delta family.
Education
The education & development of our advisors is imperative. Spring Delta supports the professional development of our team with the aim to pass this education on to our clients.
Technology
Whether you love it, or hate it, there is no denying that we need it to succeed. We continues to source the most advance and secure technology to use internally and with our clients.
OUR DIFFERENTIATOR
Services
Financial Planning
We start with your goal and then take it from there. Above all, our financial advice is based on your goals, risk level, amount to invest.
Investment Management
Spring Delta operates on a disciplined investment and asset management strategy based on your risk tolerance and preservation of capital.
Retirement Planning
The key to a successful retirement is both in the planning and making the right investments decisions. To facilitate this, we have all the tools to help you feel confident in prior to, and during your lifetime.
Protection Planning
We will work with you and your advisors to create a master plan for the management of your assets and property during life. We also look at the distribution of that property at death.
Philanthropic & Estate Planning
Protecting your path to retirement should be top of mind to everyone. As a result, we work with you on assessment of life, disabilities and long term care insurances.
Business & Institutional Support
We specialize in Idle Cash, Retirement Plan Management, Education, and Business Continuity strategies. Spring Delta will undertake an in-depth review of your business and work with you to implement tailored solutions.