Our Services

The DePasqua Wealth Advisory Group strives to provide guidance that will show how the individual pieces of your financial life fit together.

For us, guidance is more than a commodity.  We function as your trusted financial advisor, offering guidance that goes beyond stocks, bonds, and other financial products.

Our greatest satisfaction comes from working with clients for many years and helping them pursue their dreams.

Some of the products and services offered through Stifel include:

  • Estate Planning and Conservation Strategies
  • Retirement Planning Strategies 
  • Lifetime Income Strategies
  • 401(k) Rollovers
  • Tax Management Strategies
  • Institutional Money Management
  • Investments
  • Insurance and Annuity Products
  • Cash Management
  • Family Needs Planning (working with Stifel Trust Company, N.A.)*
  • Acting as liaison to your other professional advisors (accountants and attorneys)
  • Charitable Giving
  • Corporate Options
  • 529 Plans and Higher Education Planning
  • Long-Term Care options
  • Business Succession Planning
  • Personalized delivery of information via phone, e-mail, internet, or in person 

Stifel does not offer legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.

*Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Stifel Trust Companies do not provide legal or tax advice.