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.

Investment Management

"My accounts feel random, stagnant and disconnected."

Actively managed strategies that bring clarity and drive more intentional results.

Financial Planning

"Can I afford to live the life I want and be sure my money will last?"

Detailed, goal-driven planning for your financial future.

Tax Strategy

"Taxes are my biggest lifetime expense, why do I think about them once a year?"

Forward-looking tax strategies designed to minimize your lifetime burden.

Estate Planning

"I’ve worked hard to build this, I want to pass it on smoothly and intentionally."

From trusts to wills, we help facilitate plans that safeguard your legacy.
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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.

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How We Invest

We believe in data-driven active management. We use a tactical approach that optimizes our investments based upon the unique macroeconomic environment. We anchor our strategies primarily around the conditions for growth and inflation.

Over time, growth and inflation tend to move in patterns - often referred to as business cycles. Each distinct environment has historically been superior for different sets of assets, as well as the factors and sectors within them. As we strategically rotate this mix over time, we drill down further with other fundamental and technical factors to develop optimized portfolios.

More About How We Invest

Us vs Them

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Our Partners & Technology

Our Partners & Technology

Strategize with Us

Ready to put a plan in place to achieve your financial goals?

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    Net Worth