Est. 2001 · Serving Clients Nationwide
Retirement Income Planning for Individuals Who Want
Reliable Income
and Lasting Confidence
True Classic Wealth is a nationwide retirement income planning firm helping individuals ages 50–80 build safe, reliable strategies for a confident retirement, covering the bills and plenty left for the thrills.
No Obligation
◆
No Pressure
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No Fee for Your Strategy Session
Tony’s Professional Designations
RICP®
Retirement Income
Certified Professional®
FRC
Federal Retirement
Counselor
IAR
Investment Advisor
Representative
Drive-In Feature
Hear What a Truly Classic Retirement Plan Feels Like
There’s a real difference between having money saved and having a plan that actually makes that money work for you. In this video, Tony De Santis walks you through the True Classic approach, a clear, education-first process designed to give retirees and pre-retirees the income reliability and confidence they’ve been looking for.
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Now Playing
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Services Overview
Retirement Income Strategies Designed to Last a Lifetime
At True Classic Wealth, everything we do centers on one core question: Will your money last as long as you do?
Our retirement income planning services are built around the Classic Two-Bucket System, a time-tested approach that divides your savings into two purposeful pools: one dedicated to covering the bills (reliably every month) that must come, and one structured for growth, enjoyment, and the experiences that make retirement worth celebrating.
Route I
Income Planning
Cover every essential monthly expense in retirement with guaranteed retirement income—Bucket One of the Classic Two-
Bucket System.
Route II
Investment
A personalized strategy calibrated to your goals, timeline, and risk tolerance—connected to your retirement income plan.
Route III
Taxation
Proactive, ongoing strategies designed to help minimize taxation on your retirement accounts and income.
Route IV
Estate Planning
Preserve what you’ve built and pass it on—coordinated legacy planning, woven into your retirement strategy.
From income planning and investment strategy to tax-efficient retirement planning and estate planning, Tony personally guides every client through a coordinated approach that puts clarity before complexity and your comfort before any commitment.
Who We Serve
IS THIS THE ROAD MAP YOU’VE BEEN Looking For?
If you’re between the ages of 50 and 80, whether you’re still planning for retirement or already living it, you may be asking yourself one of the most important financial questions there is:
“Do I have enough?”
With the right plan, you very likely do. At True Classic Wealth, we work with everyday individuals across the United States who want a clear, reliable retirement income strategy built around their real lives.
Pre-Retirees & Retirees
Whether you’re still planning or already living it, we help you move forward with confidence.
Federal Employees
We provide specialized guidance for TSP, FERS, and the unique decisions you face.
Your Destination
A clear, reliable retirement income strategy built around your real life, so you can enjoy the world ahead with confidence.
Wherever you are on your journey, you deserve a plan built around you, not a generic template. That’s the classic way.
The Classic Process
Simple, No-Pressure, and Built Around You
Every client relationship begins with The Classic Process, a clear, no-obligation path from first conversation to a retirement income plan you truly understand.
Discovery
Get to know you
We get to know you, your goals, your concerns, and your complete financial picture. No forms or sales pitch.
Strategy
Built for your life
Tony personally develops a customized
retirement income strategy for you at no
fee, so you can ask every question before
moving forward.
Implementation
Hit the road
Only when you’re fully comfortable do we
move forward together.
The Tune-Up
Keep it classic
Like a classic car kept in peak condition, we
review and refine your strategy on an
ongoing basis as life evolves.
About Tony De Santis
30+ Years of Classic, Education-First Retirement Planning
Est.
2001
Naples &
Sarasota
Meet Tony
“The best time to plant a tree was 25 years ago. The second-best time is today.”
— Tony De Santis
Tony De Santis, Retirement Income Certified Professional® (RICP®), Federal Retirement Counselor, and Investment Advisor Representative, founded True Classic Wealth in 2001 with one mission: to give everyday Americans access to the same time-tested retirement strategies that wealthy families have relied on for generations.
A UCLA graduate, Tony began his career serving affluent clients before spending years educating tens of thousands of people on how to invest. The gap between what the wealthy knew and what everyday investors were told inspired him to build something different.
Based in Naples and Sarasota, Florida, Tony works with clients from coast to coast. He personally handles every client’s retirement income planning, with no hand-offs to junior advisors and no pressure to commit before you’re ready. He has also written four books on retirement planning, available to you at no charge when you schedule your first meeting.
Investment advisory services are offered through duly registered individuals via MariPau Wealth Management, LLC (SEC-registered). True Classic Wealth and MariPau Wealth Management, LLC are not affiliated entities.
Testimonials
See What People Are Saying About Us
Read public Google reviews to learn more about experiences shared by individuals who have worked with True Classic Wealth.
Resources
Retirement Insights From the Road
Tony regularly shares clear, practical guidance on retirement income planning, tax-efficient strategies, estate planning, and
more, written in plain English so you feel smarter and more confident with every read.
- Firm Insights
Article
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- Firm Insights
Article
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- Firm Insights
Article
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Ready when you are…
Ready to Take the Wheel on Your Retirement?
You’ve worked hard to build what you have. Now it’s time to build a retirement income plan that preserves it, grows it, and lets you actually enjoy it.
Tony De Santis is ready to have a real, no-pressure conversation about what reliable income, strategies to help minimize taxation, and a clear personalized plan can do for your future.
There’s no obligation or fee for your strategy session. Just a clear path forward, built the classic way.
Schedule your complimentary Discovery Meeting today. Tony’s four
retirement books are yours free when you do.