Aligning Your Tax Planning, Investments, and Estate Planning Strategy into One Integrated Plan
Wealth planning for retirees and those approaching retirement in Daytona Beach and beyond who want the support to navigate the complexity by one experienced team, not coordinated across three.
At The DePasqua Wealth Advisory Group, we help retirees and those nearing retirement simplify the complex world of wealth. Whether you’re preparing for retirement, already in it, or planning your legacy, we bring it together in one place.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Who We Serve
- Those approaching or already in retirement looking for ongoing guidance
- Retirees seeking clarity and structure in their financial lives
- Families planning for retirement income, legacy, or generational wealth
- Business owners and professionals preparing for their transition out of work
A Legacy of Service in Daytona Beach
Joseph DePasqua opened the first Stifel office as Branch Manager in Daytona Beach in 2009 and has been serving clients here ever since. A New Yorker who began his career at E.F. Hutton and A.G. Edwards, turned Floridian, Joseph built this practice on a simple idea: retirees and those nearing retirement deserve a financial advisor who knows the community and is committed to it for the long term. Years later, that hasn't changed.Why Choose The DePasqua Wealth Advisory Group?
- You work with the same financial advisor, not a call center. Joseph and his team handle your plan directly, year after year.
- One integrated plan that aligns your tax planning, investments, and estate planning strategy. Your strategies work together instead of pulling in different directions.
- Daytona Beach-based, back by Stifel's research and investment platform. Local accountability with institutional-grade resources behind it.
What happens when we talk?
The first conversation is confidential and pressure free. You tell us what you're trying to protect and pass on; we give you an honest read on where you stand and whether we're the right fit. If we are, we'll outline next steps. If not, we'll tell you that too.
Either way, you'll leave with a clearer view of your situation.
Schedule Your Complimentary Financial ReviewEither way, you'll leave with a clearer view of your situation.
Your Guide to Estate Planning
Not ready to talk yet? You've worked hard to build your wealth. This free guide walks through how thoughtful estate planning can help preserve it and pass it on.
Stifel does not provide tax advice. You should consult with your tax advisor regarding your particular situation.