About Desepoli Wealth

Desepoli Wealth provides you with a comprehensive suite of investment management and wealth planning solutions, serving affluent families, business owners, executives, and institutions since 1987. Desepoli Wealth is headquartered in Port Jefferson, New York and was established based on the premise of inspiring our clients to achieve True Wealth.

We concentrate on building deep and genuine relationships with our clients to deliver extraordinary service to them. We understand you have unique goals and objectives and we're passionate about helping you discover and achieve your desired outcomes. Our goal at Desepoli Wealth is to be your most trusted financial advisor by sharing our professional knowledge, integrity and personalized wealth management service with you.

Our passion is to serve our clients by helping them achieve their True Wealth and uncovering what is truly important in their lives. We are dedicated to guiding you on your True Wealth journey.

Experience The Difference

Trust, Transparency, Accountability

Our priority is to inspire you to live your life by design, not by default. Once you are inspired to share what you want out of life, we help you make informed decisions that are logical for you. Our skilled Wealth Advisors develop a plan so you can realize your dreams. Making informed decisions can only be accomplished by providing you with education, so you have an overall understanding of what we're doing for you, why we are doing it and how it applies to you. We connect with our clients by communicating with you as a person, not just treating you as an account. We deliver a level of service that will exceed your expectations. We have a seamless proactive process, which simply means, we anticipate your needs before you even know there is a need. It means being bifocal, which requires paying attention to what is happening today and anticipating changes on the horizon. Additionally, the entire team contributes their value to the process, giving you a systematized approach so you can experience the Desepoli Wealth way.

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.

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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.

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