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734-452-7990
phil.desantis@lpl.com

Clarity For Financial Planning
& Tax Decisions

Clear guidance. Smarter Decisions. An integrated approach to financial planning and tax strategies built around you.

DeSantis Wealth Management logoExplore Planning and Investment Services
DeSantis CPA logoExplore CPA Services

Why Choose Us
Financial Planning, Investment Management & CPA Services All In One Place

We specialize in providing comprehensive financial planning, investment management, tax planning, tax preparation, and accounting services to individuals, families and business owners. We are committed to providing excellent service to our clients and value the relationships that we build.


Financial Planning

Personalized financial planning that turns your goals into a clear, actionable strategy.


Investment Management

Strategic investment management designed to grow and protect your wealth through changing market conditions.


Tax Planning

Strategic tax planning that looks ahead to help manage tax exposure and support long-term financial goals.


Tax Preparation

Tax preparation services focused on accuracy, compliance and clear reporting.


Accounting Services

comprehensive accounting services that provide the financial clarity needed to support informed business and tax decisions.

about us
A Combined Approach for
Your Financial Life

Our comprehensive approach integrates financial planning and tax planning, maximizing opportunites and strengthening your overall financial outcome.

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our latest insights
Knowledge Library

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
Learn More
The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
Learn More
Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More

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Begin Your Comprehensive Wealth Plan Today

Bring clarity to your financial life with an integrated plan for strategic investment management, designed to support long-term goals through changing market conditions, and optimize your wealth.

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