Frank Deptola & Associates, LLC

Wealth Management and Investment Services

  • About
  • About
    Specializing in Wealth Management, Tailored Investment Strategies, and Retirement, Income, and Estate Planning, with personalized concierge level customer service. We are an independent firm providing objective strategies tailored to your needs and risk tolerance. Our process includes first obtaining a thorough understanding of our clients through in-depth personal interviews, then designing investment portfolios that are based on those needs, and finally, providing personalized concierge level client service. We are a nationally recognized- award winning Wealth Management firm dedicated to building long-term trust with each client. See our National Public Television appearance by clicking: http://www.deptola.com/Library.16.htm#FrontPageDocumentary