For many clients, we function as their chief financial officer, coordinating their financial affairs with their accountant, attorney and banker. On an ongoing basis, we also monitor and manage their investments, exercising discretionary authority to rebalance their portfolios when necessary to stay on track toward their plan’s objectives.

We meet with clients as often as necessary and at least once a year to review progress toward their financial goals, to discuss any changes in their lives, and to adjust their goals – and their financial plan — to reflect these changes.

With DeSERANNO Wealth Planning overseeing their financial affairs from “the big picture” perspective, our clients can focus on their families, their businesses and life’s little pleasures, without laying awake at night worrying about the future.