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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.