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How does DESMO WEALTH ADVISORS, LLC help clients – Key Takeaways:
DESMO WEALTH ADVISORS, LLC acts as a trusted financial partner for its clients, providing expert advice and guidance to help them achieve their financial goals. The firm’s services are tailored to each client’s individual needs and goals, with a focus on building long-term relationships and delivering personalized solutions.
With a team of highly experienced financial professionals, DESMO WEALTH ADVISORS, LLC is well-equipped to handle a wide range of financial situations and needs. The firm prides itself on its transparency, integrity, and commitment to client satisfaction, making it a top choice for individuals and families seeking comprehensive financial planning services.
Facts and Insights:
Here are some key facts and insights to know about DESMO WEALTH ADVISORS, LLC:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered:
DESMO WEALTH ADVISORS, LLC offers a wide range of financial services to meet the diverse needs and goals of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Charitable giving
- And more
Client Types:
DESMO WEALTH ADVISORS, LLC works with a wide range of clients, including:
- High-net-worth individuals and families
- Business owners
- Professionals
- Retirees
- And more
Fees & Compensation:
DESMO WEALTH ADVISORS, LLC operates on a fee-based compensation structure, with fees based on a percentage of assets under management. This structure aligns the firm’s interests with those of its clients, as the firm only earns more when the client’s portfolio performs well.
Background:
DESMO WEALTH ADVISORS, LLC was founded in 2006 by John Desmo, a seasoned financial advisor with over 20 years of experience in the industry. The firm has continued to grow and expand over the years through its dedication to providing exceptional financial services and fostering strong relationships with its clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, DESMO WEALTH ADVISORS, LLC is committed to upholding the highest ethical and professional standards. As such, the firm has no disclosures to report, meaning there have been no legal or disciplinary actions taken against the firm or its advisors.