STRATEGIES
I will work with you, following an established process, to build personalized strategies that can help you achieve your financial goals. Throughout our partnership, we'll continue to review your goals and comfort with risk to help you stay on track.
01
Portfolio Management
Portfolios constructed and optimized based on your time horizon and risk tolerance. Allocation strategies based upon research from experienced industry and company analysts.
02
Account Consolidation
All accounts that can be brought under my management will give you one point of contact for all account maintenance. And accounts like your current 401k plan or savings account, can be connected to your portal to assist with planning and financial statements.
03
Tax
Planning
If your needs are basic, or your needs are complex, I have the relationships with tax preparers and advisors who will ensure you are paying Uncle Sam the correct amount, and no more than that.
04
Family Protection
What would happen if your spouse did not make it home one day? Can you imagine dealing with that grief while worrying about how to replace that income or take care of the kids?
05
Education
Planning
Many families struggle with balancing multiple goals like saving for retirement, saving for education and just enjoying life today - maybe with a family vacation.
06
Legacy
Planning
You are on a trajectory to have money in the bank at the end of your life. Where do you want that money to go? I have the relationships with estate attorneys who will guide you through basic or complex legacy strategies.
ABOUT
All about
DePatie Wealth Vision
I can trace my passion for finances all the way back to childhood. From selling my grandmother pieces of my artwork for 25 cents to figuring out the most efficient way to mow lawns and shovel driveways, I have had this burning desire to reach financial goals for as long as I can remember. In college, that desire manifested in a passion for investing in stocks in the go-go late 90s. After college, I took a job in the technology sector because that is where I thought I could reach my financial goals at the time. Over the course of 20 years in the technology field managing large systems implementations, I had this feeling that I didn’t love my job, but I didn’t hate it either. I continually assumed increasing responsibility and, of course, the financial rewards associated with that. But there was something missing. I didn’t feel like I was part of a larger story.
Then in 2016, in my late 30s, I married the first woman I ever fell in love with. This changed things. I had a renewed sense of confidence, purpose and passion. I wanted to fully live out my passion of reaching financial goals but as part of a larger story. The larger story is you, my community. I wake up every day eager to get to work, to understand what is important to you, to develop strategies to help you reach your financial goals and to partner with you over life’s long journey.
The clients I serve tend to have these characteristics:
• Mid to late career professionals
• Value highly personalized level of service
• Good savers
• High income earners
• Multiple needs such as retirement, education, family protection, and legacy considerations
• Comfortable with in-person meetings and Zoom meetings
Schedule an exploratory review today!
APPROACH
My goal is to focus on what is most important to you
Before I develop a financial strategy for you, I get to know you. Why are you investing? What do you want to accomplish?
This is your financial future. It shouldn't be left to chance or some off-the-shelf plan.
That is why I start with the crucial question, "what is important to you?"
The answers to some of these questions may reveal what is important:
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What does retirement look like for you?
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How will you make your money last while living the retirement of your dreams?
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Do you know the options for saving for your child's or grandchild's education?
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What is your strategy to protect your family and savings if something unexpected happens?
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Have you considered how tax advantaged investments could play a role in your portfolio?
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Do you know how I can work together with a CPA and an estate attorney for your tax and estate planning needs?
BENEFITS
Strength that speaks for itself
Available
All clients get my cell phone number. Urgent calls returned before end of business.
Personal
Progressive understanding of clients lives including: family situation, career plans, health of parents, and kid's goals.
Trustworthy
Full transparency of how I am compensated as well as all activity in client accounts.