QUALITY OF SERVICE

You are entitled to a high level of proactive, courteous service from all associates at Desepoli Wealth.

TRUSTED ADVISORS

You have the right to work with a trustworthy, dependable, independent Wealth Advisor focused on your journey to True Wealth. Your Wealth Advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Your Wealth Advisor will present portfolio reviews annually or as often as necessary, and be available to answer the questions that matter to you as they arise.

RECOMMENDATIONS BASED UPON YOUR NEEDS

You have the right to independent and un-conflicted advice and recommendations based upon your defined needs, risk tolerances, and goals. Through holistic Wealth Planning your needs are clearly defined and constantly monitored.

CONFIDENTIALITY

You have the right to the strictest levels of confidentiality with information provided to your Desepoli Wealth team. Desepoli Wealth will protect all information to the highest standards outlined by SEC, FINRA, state and regulatory agencies.

TRANSPARENCY

You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions and advisory services. All communications with the Desepoli Wealth team strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.

PROMPT RESPONSE

You have the right to a prompt response from your Desepoli Wealth team. As your Trusted Advisor, the Desepoli Wealth team commits to returning calls by the end of each business day. Should a request require additional research, our team will set a clearly defined time frame for redress.

TIMELY COMMUNICATION

You have the right to be communicated to in a timely manner. As your Trusted Advisor, our goal is to provide you with information before the question arises, regardless of the medium used.

EDUCATION

You have the right to continual education along your journey to True Wealth. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of your Wealth Plan.

BEST EXECUTION

You have the right to receive best execution in all that we do. Portfolio transactions will be executed in a timely manner, at the best available price, and with prompt third party confirmation. All interactions with the Desepoli Wealth operations team will be timely, precise, and promptly completed.

ACCURACY

Your statements will identify all account positions held, cash receipts, and disbursements made through Desepoli Wealth Management.

The first step towards true wealth is just a phone call or email away. Contact us to request a complimentary consultation with an advisor or to receive additional

information on our firm.

Meet Your Team, dedicated to providing our clients the trust, transparency and accountability that you deserve. Each member of our team plays a key role in helping you achieve True Wealth.

Our goal is to provide you with relevant communications to help you make informed decisions regarding your financial future.

View our blog, weekly market commentary and more.

Request More Information

IMPORTANT NOTE: Lou Desepoli is a registered representative registered to transact business with clients in California (CA), Colorado (CO), Florida (FL), Georgia (GA), Montana (MT), New York (NY), New Jersey (NJ), Pennsylvania (PA), Virginia (VA) and Washington (WA). Lou Desepoli is also an investment adviser representative licensed in Florida (FL), Georgia (GA), Montana (MT), New Jersey (NJ), New York (NY), Pennsylvania (PA), and Washington (WA). Mike Desepoli is a registered representative registered to transact business with clients in New York (NY), Florida (FL), Montana (MT), and South Carolina (SC). Mike Desepoli is also an investment advisor representative licensed in New York (NY), Florida (FL), Montana (MT) and South Carolina (SC). Judy Desepoli is a registered representative registered to transact business with clients in New York (NY).

Investments & Insurance Products: • Are not insured by the FDIC or any federal government agency • Are not deposits of or guaranteed by the bank or any bank affiliate • May lose Value

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA (www.finra.org) & SIPC (www.sipc.org) to residents of NY, NJ, VA, GA, FL, PA, TN, CO, CA WA, MT & SC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Desepoli Wealth Management are not affiliated.

Desepoli Wealth Management has been named an MD Preferred Affiliated Financial Services Professional. Each year, US Medical Specialties, Inc., an international medical consulting firm, recognizes excellence in service to the medical community in a number of disciplines. The goals of the MD Preferred Program include identifying, acknowledging, and promoting professionals who provide service excellence to the medical community.

The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

wealth, wealth management, wealth planning, wealth creation, wealth preservation, assets, asset allocation, accumulate assets, protect assets, financial advisor, advisor, wealth advisor, financial planner, financial planning, financial strategy, fee based financial advisor, fee based financial planner, port Jefferson financial advisor, port Jefferson financial planner, port Jefferson fee based financial advisor, port Jefferson fee based financial planner, new York financial advisor, new York financial planner, new York fee based financial advisor, new York fee based financial planner, stocks, bonds, mutual funds, alternative investments, college savings, college savings plan, risk management, accumulate, profit, loss protection, principal protection, income, income stream, retirement income stream, retirement income, retirement income solutions, retirement, retirement planning, retirement planner, retirement roadmap, true wealth, wealth design, goals, education, experience, leadership, certified senior advisor, series 6, series 7, series 63, FINRA, portfolio management, advisory asset management, advisory services, managed accounts, managed portfolio, professional money management, discretion, stock portfolio, advance and protect strategy, true wealth, quality of life, service, communication, education, financial education, dream retirement, peace of mind, navigate, navigate towards retirement, trust, trusted financial advisory, wealth management services, comprehensive financial planning, comprehensive financial services, Nassau county, Suffolk county, long island, new York city,

Sign Up For Our Newsletter