Philip Desanto

Philip DeSanto, Senior Private Client Financial Advisor, is privileged to advise a dynamic and active clientele of individuals and families desiring a financial colleague that can help them accumulate, preserve and distribute their wealth in the most tax-efficient manner. He offers his clients the intimacy and personalized attention of a boutique firm combined with the industry leading research, technology and global resources of the Wells Fargo Advisors organization. Philip's first priority is to understand his clients. He takes the time to ask the difficult, concise questions and to listen carefully to determine the current state of their wealth and where they would like it to be in the future.  

By taking the time to evaluate each client's unique financial situation, preferences and goals, Philip can offer tailored recommendations that accurately reflect their income and growth expectations along with their time horizon, risk tolerance and liquidity needs. Philip will design and implement a customized wealth management strategy that will help enable his clients and their families to pursue their personal financial goals without making undue sacrifices to their lifestyle or taking unnecessary investment risk. 

Philip has been helping his clients achieve their near and long-term financial goals for more than fifteen years. Prior to becoming a financial advisor, he spent four years as a practicing attorney working with major financial institutions. He is thus uniquely qualified to work collaboratively with their estate planning attorneys and CPAs to bring clarity to their financial picture and to deliver a customized planning experience that saves his clients time and energy.