What We Do
We understand the challenges you face when it comes to managing your wealth effectively. We pair the latest in financial technology with our human expertise to bring you complete wealth management.
The DePaolo & May Experience
We take a four pillar approach to optimize your full financial picture. Learn more about how we serve our clients.
Why We're Different
Partner in growing your capital and preserving your wealth in each stage of life
Target above average returns leveraging strategies using equities, fixed income, commodities and alternatives
Provide 100% transparency - on fees, performance and current market outlook
Not your typical advisor aiming for average returns while keeping you in static portfolios
Not exclusively focused on retirement planning for clients with existing wealth
No use of mutual funds or annuities loaded with fees to get commissions
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.
Us vs Them
Our Partners & Technology
Strategize with Us
Ready to put a plan in place to achieve your financial goals?
From investment management to tax optimization, estate planning and more, we’re with you to develop a comprehensive strategy.