Our Mission

To provide thoughtful, independent wealth management solutions to enable clients to build and protect weatlh.

CLIENT'S INTERESTS FIRST

Delta is an independent wealth manager. No competing business lines influence our service and advice to clients. We provide clients with exceptional wealth management service with the appropriate balance of growth and protection that best serves their long-term investment objectives.

Leadership Team

Dedicated in assisting clients find the best financial path to take.
Nick Atkeson
Mr. Atkeson is a founding partner with over 20 years of industry experience and is co-author of “WIn By Not Losing.” Mr. Atkeson graduated from Haverford College and Stanford with a MBA. Captain Nick loves to sail.
Andrew Houghton
Mr. Houghton is a founding partner with over 20 years of industry experience and is co-author of “Win By Not Losing.” Mr. Houghton graduated from Boston University and was a Peace Corps Volunteer in Togo, West Africa.
Jackie Ann Patterson
Ms. Patterson is a consultant with over 8 years of investment industry experience, plus 20 years of experience in the computer, software, and technology industries. Ms. Patterson is the author of three financial books and graduated from the University of Colorado with degrees in Electrical Engineering and Computer Science.
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All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.