A plan tailored for you For the goals you want to accomplish

DeSantis Wealth Partners J. Mark DeSantis, Darcie E. Sheehan

From left to right:
Darcie E. Sheehan, J. Mark DeSantis

DeSantis Wealth Partners


phone

812-231-1866
888-377-4274



phone

877-376-5548





address

528 Wabash Avenue
1st Floor
Terre Haute, IN 47807



When it comes to thinking about legacy planning, our team strives to understand more than your finances, but also the individuals and emotions that could affect your choices. With these insights, we can then work with you and your other professional advisors to structure a multi-generational plan for safeguarding and transferring your assets with care and sensitivity. So that you can leave behind a legacy that lasts for generations.

Our office locations

Indianapolis office
8801 River Crossing Boulevard, 4th Floor
Indianapolis, IN 46240

Terre Haute office
528 Wabash Avenue
Terre Haute, IN 47807



Insights

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