Desmo Wealth Advisors

Our Story

At DESMO Wealth, we understand that achieving your financial goals requires more than just a plan. It requires a deep understanding of your values, passions, and aspirations. That's why we take a holistic approach to financial planning, focusing on creating a link between your goals and your money. Our team of experts, led by Dr. Massi De Santis, is dedicated to providing you with personalized financial guidance, empowering you to make informed decisions about your financial future.

Our Approach

As a fee-only, CERTIFIED FINANCIAL PLANNER professional, Dr. Massi De Santis is committed to acting in your best interest at all times. We do not receive commissions or kickbacks for pushing particular strategies. Instead, we take the time to listen to your needs and create a customized financial plan that aligns with your values and goals. Our team is also bound by the ethics code and standards of CFP professionals, ensuring that you can trust us to provide unbiased advice.

Our Services

We offer a range of financial planning services designed to help you achieve your goals. Some of the services we provide include:

• Retirement planning: We'll help you create a comprehensive plan for your financial future, ensuring that you're on track to achieve your retirement goals.
• Comprehensive financial planning: We'll work with you to develop a personalized financial plan that addresses your unique needs and goals.
• Investment planning and management: Our team can help you create a personalized investment strategy designed to help you achieve your financial goals.

About Our Team

Dr. Massi De Santis is the founder of DESMO Wealth Advisors, LLC. As a Ph. D. economist and CERTIFIED FINANCIAL PLANNER, he has over 20 years of experience in solving complex financial problems for individuals, financial advisors, and endowments and foundations. Prior to founding DESMO Wealth, Dr. De Santis held senior investment strategy positions at Dimensional Fund Advisors and Stone Ridge Asset Management.

Our Values

At DESMO Wealth, we believe that financial planning is not just about numbers, but about creating a better life. We're committed to working with you to create a personalized financial plan that aligns with your values and goals. We're passionate about building the foundation of your life pursuits through financial planning and coaching.

Learn More

To learn more about our services and how we can help you achieve your financial goals, schedule a consultation with us today.