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Distinct Solutions

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Distinct Wealth Advisors

At Distinct Wealth Advisors, we integrate a holistic approach in helping clients reach their financial goals through a customized financial analysis.  We do so by incorporating services such as strategic financial planning, tax planning, insurance planning, and estate planning.  As our clients transition through life changing events, we are their resource to guide and help them understand the unique decisions they are faced with.

Joseph Defilippis, head of Distinct Wealth Advisors, holds a designation of a Certified Financial Planner with over 20 years of experience in the financial services industry.  He continues to work closely with individual investors, families, business owners, and executives on a personal level to provide them with a broad array of Financial Planning & Wealth Management services. 

Meet the Team

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.

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Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

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Client Resources

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and resources.

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“An investment in knowledge pays the best interest.”

—Benjamin Franklin

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