Problems We Solve
Managing wealth is complex. We make it simple with expert advice and smart tech.
The DePaolo & May Experience
We take a four pillar approach to optimize your finances.
Why We're Different
100% Transparent - No opaque fees. No vague strategies. Just clear insight into performance, intentions, and market outlook.
Direct Access - No layers. No delays. You'll get real ongoing conversations with the firm's partners.
No Cookie-Cutter Approach - We reject static portfolios, overpriced mutual funds, and one-size-fits-all retirement plans.
How We Invest
We take a data-driven, tactical approach to active management. Our investment strategy is anchored in the prevailing growth and inflation environment, recognizing that different phases of the business cycle favor different asset classes, sectors, and factors. By rotating exposure accordingly and refining allocations with fundamental and technical insights, we aim to build optimized portfolios for each macroeconomic backdrop.
How We Plan
We believe financial planning starts with what matters most to you. At it's core, your plan should be built around your goals, values, and how you want to use your wealth—both now and in the future. It is about understanding what you care about, what you want to accomplish, and helping you build a thoughtful strategy to get there.
Your Options for Managing Wealth
Our Partners & Technology
Our Partners & Technology