How We’re Different

Communication

At Desepoli Wealth Management, we take the time to understand your entire financial situation.  We listen closely to your hopes and dreams for the future, then develop a comprehensive wealth plan that addresses those goals.  Our ongoing monitoring process helps ensure that as your needs change, or the surrounding environment changes, so does your wealth plan.  We believe strongly in open communication with our clients, as we keep you informed every step of the way.  Effective communication enables us to anticipate your needs, before you realize they exist.

Education

In addition to ongoing communication with our clients, we also aim to deliver some educational value.  We do this by helping clients understand the various investment vehicles that we use, so they can feel more comfortable with how their money is invested.  We also provide our clients weekly E-mail commentaries summarizing the financial markets, monthly economic updates, as well as any other relevant information pertaining to your investment program.

Active Management  

At Desepoli Wealth Management, we utilize a systematic investment approach with the goal of achieving positive results, under a variety of diverse economic conditions.  Using our strategy, we aim to deliver both principal protection and upside participation, regardless of market conditions.  Our proactive wealth management approach helps to reduce risk and potential losses in accounts, due to our sell discipline that is embedded in our investment management process.  Our objective is to be on the offensive in rising markets, and defensive in declining markets.  Utilizing this method of investing helps our clients to feel reassured that their investments are being carefully monitored, allowing them to focus on the things in life that are most important to them.

Performance

When you evaluate your investment performance there is one thing that matters most, how well did you do during the darkest days of the market?  It matters little how great your returns are if you give it all back in the next down market.  That is why preserving capital is one of the pillars of our investment management process.  Many investors don’t realize just how vulnerable their portfolio is until the market takes a beating.  With our proactive approach, we are able to respond to changes in the financial markets in an efficient and effective manner.  Utilizing our strategy, we have created a repeatable process that allows investors to have a consistent approach to investing, thus eliminating emotions from the investment process.

Experience

We have over 25 years experience of helping clients pursue their financial hopes and dreams, and we take tremendous pride in helping them transition smoothly into their retirement years.  We have managed wealth in all types of economic environments and various market conditions.