De Vita & Associates

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Vincent De Vita

Vincent De Vita

CFP®, CRPC®, APMA®

Private Wealth Advisor

President of De Vita & Associates
Visit Vincent De Vita's website
Eileen Kohler

Eileen Kohler

Financial Advisor

Senior Vice President of De Vita & Associates
Visit Eileen Kohler's website
Paul Epstein

Paul Epstein

Financial Advisor

Senior Vice President of De Vita & Associates
Visit Paul Epstein's website

Team

Peter Abrami, CFP<sup>®</sup>

Peter Abrami, CFP®

Practice Manager

Athena Fernandez

Athena Fernandez

Assistant