DELVR Wealth is a boutique financial services firm dedicated to helping legacy-minded families and entrepreneurs build, preserve, and transfer wealth with intention.

Founded by Conrad Levesque, CFP®, CPA, CEPA, BPC, DELVR Wealth offers personalized wealth management, strategic tax planning and mitigation, and high-level CFO services — all under one integrated advisory model.

With over 20 years of experience, Conrad brings deep expertise and a holistic approach to guiding clients through life’s financial complexities. His credentials reflect a rare blend of financial planning, tax acumen, and business consulting, making him uniquely equipped to serve entrepreneurs, family-owned businesses, and high-net-worth individuals.

Prior to founding DELVR Wealth, Conrad led a successful solo practice under Levesque and Associates, where he built a reputation for integrity, clarity, and highly customized advice. His decision to launch DELVR Wealth marks the next evolution of that mission — combining the personal attention of a boutique firm with a forward-thinking vision for multigenerational success.

At DELVR Wealth, we believe that true wealth is more than just numbers — it’s about values, legacy, and the confidence to live life on your terms. Our planning-first approach ensures every strategy is aligned with your goals, while our tax-focused lens helps uncover opportunities to optimize outcomes and reduce inefficiencies.

Whether you’re growing your wealth, preparing for a liquidity event, scaling your business, or mapping out a legacy plan, DELVR Wealth is your trusted partner every step of the way.

DELVR Wealth — Delivering Clarity. Preserving Legacy. Empowering Decisions.

DELVR Wealth

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DELVR Wealth

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