Broker Check

We are 11 months (+-) into a year like none other and there is no “Reset” button.
We've been thinking about what you've been going through, as small business owners, employers, employees and individual investors.
We rely on teams of analysts composed of a wide range of financial experts. All focused on making sense of our new reality and what our future may look like!
When you rely on us, you are assured that we have an understanding of the complexities and demands of this “new reality”. We are here for you - your financial wellbeing.
For an opinion or just to talk, reach out to us. We will gladly schedule a virtual meeting.
We look forward to hearing for you.
Michelle & Jay


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.

Always looking forward and planning ahead.

Retirement
is a cash-flow problem - not an income problem!

Retirement is a cash-flow problem - not an income problem!

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Investments
is a diversification / allocation challenge, not about timing!

Investments is a diversification / allocation challenge, not about timing!

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Estate/Legacy
is about taking care of those left behind and creating your legacy!

Estate/Legacy is about taking care of those left behind and creating your legacy!

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Insurance
is about taking care of those left behind and creating your legacy!

Insurance is about taking care of those left behind and creating your legacy!

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Serving families
and business owners
for over 20 years!

We are looking forward to speaking to you.
Client Centered -What does this mean for you?

Client Centered -What does this mean for you?

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.

Visit our Resource Center