You don’t need someone to tell you to save. You need a plan designed to preserve and grow what you’ve already built.
By the time families come to us, the wealth may be there – but so is the complexity, which many involve: multiple accounts, concentrated positions, tax considerations that grow alongside your portfolio, and the question of whether your estate plan still reflects your wishes.
That’s where we work. We bring your full financial picture into one coordinated strategy: drawing income tax efficiently, mitigating risk thoughtfully, and structuring your wealth transfer strategy so more of it may reach your family and the causes you care about. We can work alongside your CPA and attorney, not around them, so the whole plan stays aligned.
Stifel and its associates do not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
That’s where we work. We bring your full financial picture into one coordinated strategy: drawing income tax efficiently, mitigating risk thoughtfully, and structuring your wealth transfer strategy so more of it may reach your family and the causes you care about. We can work alongside your CPA and attorney, not around them, so the whole plan stays aligned.
Stifel and its associates do not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
What happens when we talk?
The first conversation is confidential and pressure-free. You tell us what you’re seeking to preserve and pass on; we give you an honest opinion on where you stand and whether we’re the right fit. If we are, we’ll outline next steps. If not, we’ll tell you that too. Either way, you’ll leave with a clearer view of your situation.
As Stifel Financial Advisors, The DePasqua Wealth Advisory Group has the support of and access to the deep resources of one of the leading financial service firms. Our affiliation with Stifel enables us to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.
With four decades of experience with multiple securities licenses including Series 7, 9 & 10, 63, and 65, along with life health and variable insurance licenses and an AAMS® designation, The DePasqua Wealth Advisory Group with Joseph at the helm and Stifel make a winning combination.
As Stifel Financial Advisors, The DePasqua Wealth Advisory Group has the support of and access to the deep resources of one of the leading financial service firms. Our affiliation with Stifel enables us to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.
With four decades of experience with multiple securities licenses including Series 7, 9 & 10, 63, and 65, along with life health and variable insurance licenses and an AAMS® designation, The DePasqua Wealth Advisory Group with Joseph at the helm and Stifel make a winning combination.