Delta Wealth Advisors

05/30/2026

Delta Wealth IS... about your story.

You're the hero.

You're building a career, raising a family, running a business, serving your community, and working toward something bigger than yourself. This photo bringing my daughter to work reminded me of what many of us are working for or towards.

Our role with Delta Wealth Advisors isn't to take center stage.

It's to be the sidekick who watches your back.

✓ Tax Planning
✓ Investment Management
✓ Estate Planning
✓ Risk Management
✓ Retirement Planning

You focus on living your story.

We'll help keep the pieces aligned.

04/29/2026

One thing we do for executives is simple yet mitigates surprises during tax time. We assist executives getting paid with stock compensation adjust their withholding on vested Restricted Stock Units (RSU). The default withholding on RSU's is 22%, which can leave you writing a large check each year when stock vests.

04/27/2026

How did your tax season go?

At Delta Wealth Advisors, we take a proactive approach to tax planning—helping reduce taxable income, adjust withholding, and align strategies with your CPA or tax preparer. We look beyond the basics to ensure your tax strategy supports your overall financial goals.

04/10/2026

Mug Exchange with Patrick Eggleston.

Patrick and I first met in business class on a flight from XNA to Minneapolis. What started as a great conversation about family and travel plans turned into an ongoing friendship and professional respect. Patrick is one of those rare people who consistently asks the right questions — the kind that bring clarity to complexity and uncover opportunities others miss.

That is exactly what makes him so effective in his work as a Strategic Partner with Schooley Mitchell Bentonville - Patrick Eggleston, the largest cost reduction consulting firm in North America. Patrick helps businesses identify and eliminate unnecessary costs across telecom, utilities, waste, and shipping — and here's what makes the model remarkable: there is no upfront cost to the client. His fees are funded entirely by the savings he uncovers. If he doesn't find savings, he doesn't get paid. With more than 28 years of experience managing P&Ls and leading national sales teams, he brings both the insight to find what others miss and the credibility to act on it. It's a true privilege to make this exchange.”

04/04/2026

Great News! We are growing at Delta Wealth Advisors, and that means adding great people to our team.

As we continue to serve our clients, we refuse to let growth dilute the promises we make. That means adding the right people.

We’re hiring a Client Service Coordinator (administrative role, no sales responsibilities).

We’re looking for someone who:

• Has experience in banking, financial services, and/or customer service.

• Organized with attention to detail.

• Comfortable with tech: Word, Excel, Outlook, Zoom, basic AI, and company software.

• Communicates clearly and professionally.

• Enjoys supporting advisors and clients.

• Can work 20 hours (minimum) per week up to full-time (Primarily in office).

This role allows progression initially within the service side of our team (gain licensing & incorporate paraplanning) and long-term into an advisor role if desired.

This role offers competitive pay, time off, retirement benefits (No Health), and a strong team environment.

How to Apply:

Email [email protected] and [email protected] with:
- A short introduction (3–5 sentences) on why this role interests you
- Your resume as a PDF
- Subject line: “Detail Matters – [Your Name]”
- We’re using this process to find candidates who value clarity, communication, and follow-through.

If someone comes to mind, we’d appreciate an introduction.

We believe in flexibility that creates work life balance, yet maintains continuity of service for our valued clients.

03/10/2026

Fun to support a GREAT cause today!

✨ Thank you to our Gold Sponsors.

Your support helps make Butterflies and Blooms meaningful and mission-centered. Because of you, lives are being transformed in lasting ways.

We are deeply thankful for your partnership. 🦋
Greenhaw Development Co. Delta Wealth Advisors Brandi Mallard Realtor Grand Savings Bank Paul Law Firm, PLLC Peggy Rowe Malatesta Clear View Enterprises

02/24/2026

Mug Exchange...

Gabriel Garcia carries a rare combination of humility and ambition—staying frugal, thinking of others, and still dreaming big about his future. Many people have one or the other, but this blend makes him an exceptional husband, father, friend, investor, and teammate.

From business leader, to ultramarathoner, to Real Estate investor, he brings his faith into everything he does. Exchanging this Coca-Cola mug was a simple and sweet (like Coca-Cola) reminder of the incredible people I get to support every day as they work toward a more confident financial future.

02/13/2026

No Mug Exchange today…

Just a snapshot of some companies our clients have worked for — and in many cases, retired from.

You’ve built a career through 9/11, the housing crash, market swings, and constant industry change.

You’ve earned stability, clarity, and confidence.

At Delta Wealth Advisors we’d love to assist you moving toward a more confident future.

www.mydeltawealth.com

02/04/2026

Confused by this image? They design it that way.

Picking Group Benefits? Cheap coverage isn’t the same as reliable coverage.

This image is a good example of the risk behind group critical illness policies, which are often named peril insurance products.

Notice how:
- Some conditions are named to pay 100%
- Others are named to pay only 25%

And coverage depends on how a condition is defined, staged, or treated.

That means even after paying premiums, you’re left flipping pages to figure out what percentage you’re actually covered for—right when certainty matters most.

Instead of buying something cheap with built-in ambiguity, consider open peril coverage:
- Life insurance
- Disability insurance
- Long-term care insurance

With open peril products, you’re covered unless something is explicitly excluded (e.g., act of war). That’s far easier to plan around than wondering whether your diagnosis fits the “right” category.

A financial plan can’t rely on layers of uncertainty. Lower premiums don’t help if the coverage doesn’t show up when it’s needed.

*Clarity beats complexity every time. *

02/02/2026

Protecting the people you LOVE isn’t pessimistic. It’s humble.

- Emergency Reserves.
- Income Protection.
- Life Insurance.
- Long-Term Care.
- Estate planning.

None of these exist because we expect something bad to happen. They exist because we understand that life is unpredictable—and that our choices affect more than just us.

Real responsibility means being honest about what could happen, even when we sincerely hope it NEVER does.

Planning ahead is an act of thinking/caring for others.

-> An entitled mindset says, “It’ll probably be fine” or “Someone else will figure it out.”
-> A responsible mindset says, “If something happens, I want to leave clarity, not chaos.”

At Delta Wealth Advisors, we often take more into account.

Lastly, remember to plan Valentines Day!!!