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. Spring Delta Asset Management works 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 Spring Delta Asset Management 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.