Sclafani Wealth Advisors

At Sclafani Wealth Advisors, we believe that wealth management is not just about making money, but also about creating a secure and fulfilling lifestyle. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and preserve their wealth for generations to come.

Our Mission

Our mission is to build long-term relationships with our clients by providing personalized, concierge-level service and comprehensive financial planning. We take the time to understand our clients' unique needs, goals, and aspirations, and develop customized financial strategies to help them achieve success.

Our Services

At Sclafani Wealth Advisors, we offer a wide range of services designed to help individuals, families, charities, and small business owners achieve their financial goals. Our services include:

• Wealth Management: We create customized investment portfolios that align with each client's unique risk tolerance, financial goals, and time horizon.
• Retirement Planning: We help our clients plan for a secure and sustainable retirement, ensuring that they can maintain their lifestyle and pursue their passions.
• Estate Planning: We help our clients plan for the transfer of their wealth to future generations, minimizing taxes and ensuring that their legacy is preserved.
• Insurance and Risk Management: We help our clients protect their assets and income from unexpected events, such as accidents, illnesses, or job losses.
• Tax Planning: We help our clients minimize their tax liability and optimize their tax strategy, ensuring that they keep more of their hard-earned money.
• Financial Planning: We provide comprehensive financial planning, helping our clients achieve their goals and make the most of their financial resources.

Our Process

At Sclafani Wealth Advisors, we believe in a client-centric approach. Our process begins with getting to know our clients and understanding their unique needs, goals, and concerns. We then develop a customized financial plan that addresses their needs and objectives. We regularly review and update our clients' plans to ensure that they remain on track to achieving their goals.

Our Team

Our team is comprised of experienced professionals who are passionate about helping our clients achieve their financial goals. We are committed to providing exceptional service, expert guidance, and personalized attention to each of our clients.