DePaolo & May Strategic Wealth is a fee-only, independent advisory firm providing bespoke investment management and financial planning. We serve affluent clients, successful young families and business owners through the Southern California area.

Co-founded by Kyle DePaolo and Dane May, the firm emphasizes active investment management, utilizing a tactical approach that adapts to the evolving macroeconomic environment. Our strategies aim to seize growth opportunities while mitigating risk through dynamic asset allocation, actively seeking outperformance for clients.

In addition to investment management, DePaolo & May provides personalized financial planning to help clients achieve their goals, whether saving for retirement, funding education, or growing wealth. We offer custom tailored tax strategies and estate planning using industry-leading technology solutions. We also partner with trusted local professionals to ensure comprehensive support.

As a fee-only, fiduciary financial advisor, we are never paid a commission of any kind, and have a legal obligation to provide unbiased financial advice. Unlike many other advisors, we have no products to sell. We offer competitive fees based upon either the assets we manage for clients, or, for qualified clients, as a percentage of the profits we make for them.

By combining the latest financial technology with our human expertise, DePaolo & May Strategic Wealth delivers complete wealth management solutions.