Tony DiSantis
Director of Private Wealth
- Advanced Estate Planning
- Retirement Planning
- Executive Compensation Planning
- LTC Planning
- Business Continuation Planning
- Wealth Transfer & Legacy Planning
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Tony DiSantis
Director of Private Wealth
Biography
Tony is a Nationally recognized Life Insurance expert and has been in the life insurance industry since 2005. He joined NorthCoast Brokerage in 2006, and in 2008 he was promoted to Sales Vice President. Now as the Director of Private Wealth, Tony specializes in advising professional advisors, and their high net worth clients, and business owners. His approach blends creativity with precision, delivering sophisticated, tax efficient strategies across estate planning, asset protection, business succession, and charitable giving. Tony collaborates closely with a network of partners, including Wealth Managers, Private Banks, Financial advisors, RIA’s, Property & Casualty advisors, and many of the nations foremost legal and tax planning thought leaders.
Originally from Erie, Pennsylvania, Tony is an Alumni of Cathedral Prep High school. A graduate of West Virginia University, Tony holds Bachelor’s degrees in Economics and communications. In addition to his business commitments. In his spare time Tony enjoys playing golf, spending time with his family, coaching his kids sports teams, cooking, traveling, and wine. Tony is an avid sports fanatic for the West Virginia Mountaineers, Chicago Bears, Cleveland Guardians, and the Cleveland Cavaliers. Tony, his wife Rosalia, and their 4 sons reside in North Royalton, OH.
NorthCoast Brokerage Agency
NorthCoast Brokerage is an independent brokerage general agency providing support services and point-of-sale assistance to our clients in the various financial services industries. We offer clear solutions to your client's complex problems with objectivity, independence, and a multiple carrier portfolio.
Our full service, one-stop approach, allows you to "partner" with an organization that is dedicated to your growth and success. We provide you with the tools and services necessary to maximize your opportunities today, while helping you build for tomorrow.
