Depaolo & May Strategic Wealth LLC

Overview

Depaolo & May Strategic Wealth LLC is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. Its fee schedule is flexible and includes asset-based fees, hourly and fixed fees, and arrangements that can incorporate performance-based compensation. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices