Partnering With Us
Why should you get to know us?
At Frank Deptola & Associates, we actively seek opportunities to partner with organizations and centers of influence that can help us better serve the needs of our clients. We want long-term partners that will become valuable shipmates on our client’s journey to Deptola Island. Our clients are high net worth individuals, families, business owners and organizations seeking sophisticated strategies across a broad range of financial challenges. Many are doctors, attorneys, corporate executives, small business owners and affluent families.
We focus our practice on three key areas:
Wealth Management, including comprehensive investment, money management and financial planning for individuals, families and business owners
Insurance and risk management for individuals and companies, including group insurance benefits. This includes appointments with many firms in the industry for life and health and Long-Term Care.
Retirement Plans for individuals, business owners and corporations
Are you the right fit for us?
We seek to partner with organizations and centers of influence who can add value to our firm and our clients.
- Our firm’s business is based on being: Focused, Intense, & Highly Qualified.
- Our focus is on developing long-term client and vendor relationships, not on transactions or product sales
- We spend time educating our clients on strategies and concepts and select insurance products that are most suitable for each client’s needs
- We seek to develop comprehensive and sophisticated investment and insurance strategies that consider a broad range of client needs, objectives and lifestyle goals
What we’re seeking from our partners
As an independent advisory firm, we have access to an open architecture investment platform and a broad universe of financial product and service providers. This allows us to choose among the firms, products, services and investment managers we feel best fit our clients’ needs and that may be among the leading firms in their industry or within their unique discipline.
We’re seeking partners who:
Are top rated in their field
Specialize in a unique product line, niche or concept
Understand the needs and challenges of affluent investors and offer an innovative approach to helping fulfill those needs
Offer leading-edge tools and technology
Provide assistance with presentation and proposal development
Offer C/E and training opportunities in sophisticated areas of planning and investments
Bring strong wholesaler support
If you feel you may be a good fit partnering with us to add value to our clients, we invite you to Contact Us!
CA Insurance License # 0F34992
