About CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC is a leading financial advisory firm with a team of experienced professionals who are dedicated to helping their clients achieve financial success. With a focus on providing personalized and comprehensive services, CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC has helped countless individuals, families, and businesses reach their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers comprehensive solutions for clients’ unique financial needs
- Utilizes a team-based approach to ensure top-quality service and expertise
- Provides ongoing support and guidance to help clients stay on track towards their financial goals
Facts and Insights
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC has been helping clients grow and manage their wealth for over 20 years. With a commitment to excellence and a client-focused approach, the firm has become a trusted partner for individuals, families, and businesses seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Investment management
- Education planning
- Insurance
Client Types
- Individuals and families
- Business owners and executives
- High-net-worth individuals
- Retirees
Fees & Compensation
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC operates on a fee-only basis, meaning their compensation comes solely from their clients and not from commissions or product sales. This structure ensures that the firm’s advisors are always acting in their clients’ best interests, as their success is directly tied to their clients’ financial success.
Background
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC was founded by experienced financial professionals who were determined to offer a better way of managing wealth. With a team of highly educated and credentialed advisors, the firm has established a reputation for providing top-notch financial advice and exceptional service.
Financial Advisor Disclosures to Know
- CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a fiduciary duty to act in their clients’ best interests at all times.
- There are no disciplinary actions or regulatory sanctions on record for CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC or any of its advisors.