DePaolo & May Strategic Wealth
Irvine, United States (US) · Finance and Banking
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DePaolo & May Strategic Wealth is a California-based investment management firm specializing in bespoke financial planning and wealth preservation for high-net-worth individuals and families.We provide comprehensive services, including investment management, financial planning, tax strategy, and estate planning, all designed to help our clients achieve their long-term financial goals.As a fee-only, fiduciary advisor, we prioritize our clients’ best interests above all else, offering transparent advice and a personalized approach, free from conflicts of interest.
Overview
We provide comprehensive services, including investment management, financial planning, tax strategy, and estate planning, all designed to help our clients achieve their long-term financial goals.
As a fee-only, fiduciary advisor, we prioritize our clients’ best interests above all else, offering transparent advice and a personalized approach, free from conflicts of interest. We utilize cutting-edge technology and a four-pillar approach to optimize your finances, ensuring clarity, intentionality, and sustainable growth.
We’ve helped young professionals, pre-retirees, and those nearing a liquidity event navigate complex financial transitions with confidence, building secure futures and preserving their wealth for generations to come.
Contact Details
Irvine, United States (US), 100 Spectrum Center Dr
Founded
2023
Company Type
Private Limited Company
Employees
2-10
Categories
Services
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