Mission

To build, manage and preserve the wealth of our clients through a superior level of service and advice, with the goal of enhancing their quality of life.

Vision

Our goal at Desepoli Wealth is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service.

Core Values

At Desepoli Wealth, we stay true to our core values, mission and vision so you can benefit from our loyal commitment to execute on your needs.

Integrity
Teamwork

Professional Knowledge
Personalized Service

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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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