Located on the island of Maui, De Stefano Wealth Management is Hawaii's Oldest "Fee-Only" Wealth Management Firm and was selected by Bloomberg Wealth Manager Magazine for its inaugural list of "The Top 150 Wealth Managers In The Country".
As Fee-Only Wealth Managers and NAPFA-Registered Financial Advisors, all of our income comes from our clients. We do not sell financial products nor receive commissions or referral fees. This allows us to avoid conflicts of interest, eliminates product bias, and maintains objectivity when providing professional investment management and financial planning services to our clients. And as Fiduciaries, we must put the interests of our clients first.
F. Dennis De Stefano brings over 40 years of professional experience as a Portfolio Manager, Financial Planner and CPA. F. Dennis De Stefano is a member of The National Association of Personal Financial Advisors (NAPFA); a past President of the Maui Estate Planning Council and Medical Economics Magazine has rated F. Dennis De Stefano as one of the "150 Best Financial Advisors for Doctors" in the country.
F. Dennis De Stefano serves a limited number of qualified individuals and concentrates his practice in Comprehensive Fee-Only Wealth Management. F. Dennis De Stefano will help you Accumulate, Grow, Protect, Enjoy and Transfer your Wealth, and in the process alleviate your concerns about money so you can focus on other things in life, such as family, friends, career, physical health, spirituality and the pursuit of happiness.
More specifically, F. Dennis De Stefano will help you Accumulate wealth through retirement planning, cash-flow analysis and tax management; Grow your wealth through professional investment management; Protect your wealth through risk management and asset protection strategies; Enjoy your wealth by helping you clearly define your Life Goals through an intensive goal-setting process; and Transfer your wealth through estate planning and Medicaid planning.
F. Dennis De Stefano specializes in Professional Investment Management, Retirement Planning and Comprehensive Personal Financial Planning.
Please visit our website (see link) for a profile of the individuals F. Dennis De Stefano works with and information about our Professional Investment Management and Comprehensive Personal Financial Planning services.