(631) 878-5117
1500 ROUTE 112 | BUILDING 9
PORT JEFFERSON STA., NY 11776
`
Learn more about the firm committed to providing you with high-class, proactive and transparent service, exceeding your expectations.
Your Desepoli Wealth team is a recognized leader for clients, inspiring them to live a life by design, not by default. Click here to start your journey to True Wealth.
Relevant, timely communication to continually educate and inform. Check out our latest insights including our blog, videos, and Weekly Market Commentary.
TRUSTED FINANCIAL ADVISORY AND WEALTH MANAGEMENT SERVICES
We Will Map Your Way
At Desepoli Wealth, it is our mission to provide you with a superior level of service and advice, with the goal of enhancing your quality of life. Working closely with individuals and families for over 25 years, we understand that for many people developing and implementing a personalized financial plan can be a stressful and often daunting task. We are very in tune to the many concerns, emotions, and expectations that go into the financial planning process, and we are here to help you every step of the way. Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We provide independent, unbiased, fee based financial strategies and advisory services. With complete objectivity and independence, we work solely for our clients, empowering them to make the best financial decisions possible. We strive to provide the most personalized service, because it is our belief that every individual’s financial situation is unique.
Our clients can expect to be treated with professionalism, confidentiality, personal service, respect, and a commitment to always do what is in their best interest. A great relationship is based upon a solid foundation. Our Client Bill of Rights clearly identifies the level of proactive service and relationship you will experience at Desepoli Wealth. Our services are provided in a seamless, proactive manner and will reflect your hopes, dreams, and objectives. We strongly believe in our wealth planning process, the consistent results we seek to deliver, and the value we can add for our clients. Give us a call or send us and email today, and experience the difference here at Desepoli Wealth Management.
Sign Up For Our Newsletter
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.
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,
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.
1500 Route 112 - Building 9, Port Jefferson Sta., NY 11776 Tel: (631) 878-5117 Fax: (631) 878-5105 Email: info@desepoliwealth.com.
2014 Desepoli Wealth Management. All rights reserved. Website design by SML Studios.