WELCOME TO DEPTOLA ISLAND 
WEALTH MANAGEMENT & INVESTMENT STRATEGIES 

ARE YOU:

Wondering if you will have enough money in retirement? 

Unsure that you are being properly compensated for the level of risk you are taking, especially if the market suddenly drops?

Concerned with the amount of money you are losing to taxes on your investments? 

Worried that your current advisor may not have your best interests at heart, or be right for your needs?

Tired of talking to a different person each time you call in for service, being placed on long holds, getting cut off, or struggling with "do it yourself" financial websites? 

Interested in having complete visibility, updated daily, of your entire financial picture? 

 

WE CAN HELP!

We are a nationally recognized* independent wealth management firm with no ties to banks, insurance companies, mutual fund companies, etc. We provide tax effective, proactively managed, custom portfolios designed to build and protect your wealth in good times and bad times. We charge a fair flat fee on assets under management and operate under a fiduciary responsibility to work in our client's best interests in our managed accounts. Our clients are affluent individuals, businesses, and families who want the highest quality personalized attention to their portfolios. We also provide clients with Wealth Harbor financial software, which gives them complete visibility of their entire financial picture, updated daily. If you want to test drive the comprehensive wealth management experience we provide to each client, watch this short video:  

If you are not currently receiving this type of experience, you should be. Call us today at (714) 349-9431  or email us at frank.deptola@deptola.com  to see how we can help you get started on a “better” path. 

 

QUALIFICATIONS:

  • In 2019, Frank was awarded with the Five Star Wealth Manager Award for the 5th consecutive year** and was recognized in 2018 by both The Wall Street Journal (July 25) and Forbes Magazine (June 30) as being one of the top Wealth Managers in the country
  • In 2017, we participated in National Public Television's 'Front Page' documentary series on Financial Empowerment, which was broadcast in all 50 states by over 200 public television stations 

  • Front Page created a one minute commercial about our role in their 'Financial Empowerment' which was shown on Public Television, Fox News, CNBC, CNN, and MSNBC

 

  • Frank has been a guest lecturer at some of the "top" universities offering the Certified Financial Panning Certificate including Texas A&M and California State University, Fullerton
  • Frank holds unique credentials and qualifications, including a M.S. Taxation degree, and M.B.A. degree, that very few advisors have. 

We are an organization built on integrity, innovation, and impact which is why we annually support these virtues by giving 2% of our net profits to local charities.

 

 

 

* Nationally recognized as seen on National Public Television

**Five Star Wealth Manager Award based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,469 Orange county area wealth managers were considered for the award; 187 (8 percent of candidates) were named 2019 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.