Disclosures

This website is a publication of DePaolo & May Strategic Wealth. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy nor should it be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

DePaolo & May Strategic Wealth makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented on this website. DePaolo & May Strategic Wealth has used its best efforts to verify the data included. However, DePaolo & May Strategic Wealth cannot guarantee the accuracy or completeness of the information offered. The information presented was obtained from sources deemed to be reliable.

Information found on this website should not be regarded as a complete analysis of the subjects discussed. Information presented is general in nature and is intended to serve as a tool containing general information regarding services offered. This general information is intended to assist you in the development of subsequent discussions.

Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. All questions about and/or explanations regarding the content of this website should be directed to DePaolo & May Strategic Wealth. Please consult a professional Financial Advisor before applying any of the approaches referenced directly or indirectly through this website.

There is no guarantee that a client will receive all the services offered and referenced in this website. Prior to delivering some services, we may require that an agreement specific to those services be completed.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or strategy, or product made reference to directly or indirectly, will be profitable or equal to past performance levels. Future financial conditions and events can never be accurately predicted. No analysis, plan, or report has the ability to accurately predict the future.

Hiring and working with an Investment Advisor or Financial Planner, diversifying your portfolio, and/or developing a financial plan is no guarantee of investment success, and does not ensure that a client or prospective client will experience a higher level of performance or results. Investment success can never be guaranteed. All investments and investment strategies have the potential for profit or loss. The risk of investment loss cannot be eliminated.

Tax law is complicated and not easily calculated. Although we try and estimate it as well as we can, tax calculations should be considered general in nature. Always consult with a legal or accounting professional regarding your specific situation before acting on anything referenced herein. DePaolo & May Strategic Wealth is not engaged in the practice of law or accounting.

Any direct or indirect references to specific securities, security sectors, or investment vehicles made in this report should not be taken as a recommendation or solicitation to buy or sell a particular security or invest in any specific investment strategy. There is no guarantee that any of the information or investment strategies discussed will be suitable or profitable.

DePaolo & May Strategic Wealth is a registered investment adviser with the state of California and may only transact business with residents of this state, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

References to Partners & Technology, including but not limited to Charles Schwab, Right Capital, Wealth, Orion Advisor Tec, and Holistiplan, are not intended to be an endorsement of DePaolo & May Strategic Wealth by any of the aforementioned companies.

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.

Talk to DePaolo & May today to learn more




    Services of Interest

    Net Worth

    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.




      Services of Interest

      Net Worth