Joe Delaney is an exceptional resource to the Bootstrappers Breakfast community by providing insight and guidance to wealth management www.vistawm.com, funding matters and overall financial management. To get an idea of Vista’s approach are a couple of resources from the site:

Joe has been advising closely held corporations and high net worth individuals for 20 plus years and is a recommended resource for expert guidance in these areas.  Joe has an entrepreneur’s mindset and has been a great advisor for me.  Please feel free to reach out to Joe for assistance at (415) 842-3112 or jdelaney@vistawm.com

Endorsed by Brendon Farrell.