D&M Strategic Wealth
DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning.
D&M Strategic Wealth · Irvine, California
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About
DePaolo & May Strategic Wealth is an independent, boutique financial advisory firm dedicated to helping high-net-worth individuals, families, and business owners build, preserve, and transfer wealth through tailored investment management and holistic financial planning. We blend institutional-grade research with a forward-looking, thematic approach—identifying opportunities driven by macroeconomic shifts, sector rotations, and evolving client needs. Our firm was built to serve clients who have outgrown traditional advisors and are seeking a more sophisticated, responsive, and technology-forward partner to guide them through complex financial decisions and long-term wealth strategies.
Who they serve
- High earners
- HENRY (high earner, not rich yet)
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Cross-border families
Services
- 401(k) & IRA Management
- Asset Allocation
- Alternative Investments
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Investment Management
- Liquidity & Exit Planning
- Retirement Planning
- Tax Strategy
- Wealth Management
- Stock Option Planning
- Portfolio Management
- Risk Management
- Family Office Services
- Financial Advice & Coaching
Structured record
| Name | D&M Strategic Wealth |
|---|---|
| Firm | D&M Strategic Wealth |
| Location | Irvine, California |
| Fee model | Percentage of Assets (AUM) · Other (please specify) |
| AUM | $25M - $100M |
| Founded | 2023 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Designations | Series 65 |
| Investment approach | Active management · Blend of both |
| Website | dmstrategicwealth.com |
| /dmstrategicwealth |
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Specialties
- Crypto & digital assets
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation