Kyle De Paolo is a financial advisor with DePaolo & May Strategic Wealth LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining DePaolo & May Strategic Wealth LLC in 2023, he worked for Mitchell Anthony Capital Management from 2010 to 2023. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients, providing discretionary portfolio management and financial planning, including ERISA plan advisory services. The firm’s investment approach combines various analytical methods tailored to client objectives and offers performance-based fee arrangements alongside asset-based accounts.

Dane May is a financial advisor at DePaolo & May Strategic Wealth LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Mitchell Anthony Capital Management, Panasonic Avionics, and JP Morgan Chase & Co. May also provides financial consulting services to the Achievement Network, a nonprofit organization. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients, including employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm’s investment approach combines fundamental, technical, cyclical, and economic analysis, with a focus on ongoing supervision and strategic asset allocation.