A complete list of active advisors currently associated with Depaolo & May Strategic Wealth LLC
Warmer can help you find a great advisor at Depaolo & May Strategic Wealth LLC or one who fits your needs even better.
DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients, including employer‑sponsored retirement plans, by offering discretionary portfolio management and financial planning either as an integrated service or as a standalone engagement. The firm provides both discretionary investment management and non‑discretionary ERISA plan advice, acting as an ERISA §3(38) investment manager or a §3(21) fiduciary depending on the arrangement. The firm’s investment process is tailored to client objectives and risk tolerances and emphasizes ongoing supervision, rebalancing, and strategic asset allocation informed by a mix of analytical methods (fundamental, technical/charting, cyclical, and economic analysis). Financial planning is available as an incidental service to managed clients or as a separate engagement, accounts are maintained with a qualified custodian, and client accounts undergo periodic reviews. What sets the firm apart from many peers is that it offers performance‑based fee arrangements for qualified clients under a high‑water‑mark structure and manages performance‑fee and asset‑based accounts side‑by‑side with stated policies to address conflicts. The firm is a small, recently formed, fee‑only advisory team overseeing roughly $55 million and explicitly accepts discretionary fiduciary responsibilities for employer plans, a combination that may influence how it allocates specialized services and investment opportunities.
To learn more about the advisors currently working at Depaolo & May Strategic Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ladera Ranch, CA
| 2
| |
Ladera Ranch, CA
| 2
|
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