About |
DESMO Wealth Advisors, LLC helps people live better lives through enhanced financial health and wellness. Using a ‘personal finance-trainer’ approach, DESMO designs a plan and coaching program around a client’s life aspirations. The clarity and motivation that comes from a tailored plan leads to greater satisfaction in all areas of life.
Massimiliano (“Massi”) De Santis founded DESMO Wealth to help people live better lives through increased financial health and wellness. DESMO Wealth is based on one key principle: Care. Our advisors care about you, your life, and the lives of those dear to you. DESMO Wealth is a fee-only advisor firm, does not receive commissions, and does not have minimum asset requirements. We believe everyone should have access to a plan tailored to their values and aspirations.
The Meaning of DESMO
DESMO is a Greek word that means link or connection. The key to a successful plan is being able to connect multiple aspects of your life together. It is also a play on our founder’s last and first names (DES-MO).
Massi De Santis, Ph.D., CFP®
Massi is a Ph.D. economist and a CFP® professional specializing in financial planning and behavioral economics. Massi has over 18 years of experience in solving complex financial problems for individuals, financial advisors, and endowments and foundations. Before founding DESMO Wealth, Massi held senior investment strategy positions at Dimensional Fund Advisors in Austin and Stone Ridge Asset Management in New York. Prior to moving to the financial services industry, Massi was an assistant professor at Dartmouth College, where he taught finance and macroeconomics.
DESMO serves individuals and families with a passion for travel, the outdoors, and a focus on traditional values.