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5660 Strand Court

#A99

Naples, FL 34110

tony@trueclassicwealth.com

Tony has been extremely helpful in putting together an annuity portfolio that meets our needs and in fielding all of our questions. He obviously knows the products he recommends very well, and initiates a conversation every three to four months to follow up on how things are going and check on our needs and circumstances. We have been very happy with and grateful for his help, and the fact that he is a fiduciary gives us peace of mind that he is indeed looking after our best interests

Patrick Wall

6 months ago

Best thing that I have done is allowing True True Classic Wealth helped me with my retirement funds. My money was sitting in the Stock Market and lost money for seven years. Tony De Santis helped me and now I have over $900.00 a month in usable cash. Tony is very kind and patient and checks on me and my accounts regularly. Very, very thrilled with my financial changes.

kerisha kegley

5 months ago

Tony is a consummate professional who leaves you feeling well-informed and reassured. He provides outstanding customer service!

Lee Roberts

2 months ago

Tony has been a great help at sorting and finding annuities that make sense for my situation. He is very helpful at fulfilling my needs.

Jerry Lovejoy

3 months ago

As I prepared for my retirement, I was quite anxious. Would I be able to pay off my debt? Would I have enough money to pay my bills? Would I be financially stable or afford to travel? Had I done enough? Tony walked me through preparing and budgeting for my retired life. He gave me options so that I could make informed decisions going forward. His recommendations were INVALUABLE. I was able to pay off my debt prior to retirement. Tony helped us figure out a budget so that after we paid our bills, we had funds left to save to travel! In fact, we just got back from a 3 week tour of Europe which I never EVER though I would be able to afford. Even though I am now retired, Tony still checks on us and gives advice for future financial decisions. I will be forever grateful to him!

david omalley

a year ago

Insurance products and services offered by True Classic Wealth. Investment advisory services offered by duly registered individuals through MariPau Wealth Management, LLC. MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. The firm may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Accordingly, this website is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. Please note that the use of the term "registered" to refer to our firm and/or our associated persons does not imply any particular level of skill or training. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link (https://adviserinfo.sec.gov/firm/summary/311934). Our Client Relationship Summary is also available here [https://reports.adviserinfo.sec.gov/crs/crs_311934.pdf]. We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Firm Brochure, Client Relationship Summary, and privacy policy. True Classic Wealth and MariPau Wealth Management, LLC are not affiliated entities. This website is for informational purposes only. All information, statements, and opinions contained on this website regarding the securities markets or other financial matters is obtained from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any information presented herein. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. The information on this website is not intended as personalized investment, tax, or legal advice and we do not provide any tax or legal advice to clients. You should consult with your independent investment, legal and/or tax professionals with respect to your individual financial situation and investment needs before considering any investment or course of investments.

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