Spring Delta Asset Management is a NY Headquartered Wealth and Advisory Firm. The firm is led by Founding Principal Michael Lackwood, formerly of Merrill Lynch and Oppenheimer.
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 entrepreneurs with family-owned companies to formulate multi-generational business development and transition as well as wealth transfer, strategies.
We use various strategies, programs and technology tools to incorporate active portfolio management, tracking institutional money flow and successfully tracking income/expense cash flow to capture spending advantages and disadvantages.
Spring Delta Asset Management offers a distinct perspective when it comes to securing 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 best service our clients.
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.
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.
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.
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.
If you haven’t already guessed, community is incredibly important to us. That community, starts with our Spring Delta family and we in turn help local schools, businesses and organizations.