De Soto & Company focuses on Financial Well-Being. For over 20 years, we have been committed to assist our clients in understanding products and strategies designed to help them achieve their goals.A certainty of investing is that markets experience volatility. As a consequence, volatility could trigger emotional distress causing an irrational response.The time to make financial decisions is when you are devoid of fear! A wise investor stays the course, understanding that investment success is not about how well you do in up markets but most importantly on how well you weather the down market.We are committed to assisting our clients with understanding products and strategies designed to help them achieve their goals.We believe the most effective investment program is one in which you are vested, and focuses on your goals, values and life experiences.
Our priority is our client’s financial well-being; yours, your family’s and your business/employees. We endeavor to understand your personal situation and identify your dreams and goals.We are driven to develop “Long-term relationships” that encourage open and honest communication; this has been a cornerstone of our practice.As “Fiduciary” we accept our responsibility to present solutions that are suitable and clearly in Your Best Interest."Facts tell, Stories sell"- our site is filled with educational videos, articles, slideshows, and calculators designed to help you with financial facts.If you have a question; send us a note and we'll get back to you quickly with an answer.