Fee-Only. Fiduciary. Focused on You.
Managing Wealth with Trust & Transparency
At Sculati Wealth, we provide holistic wealth management built entirely around your needs. By creating personalized financial plans and customized portfolio strategies, we provide our clients with a uniquely individualized experience. We are a fee-only firm that serves individuals and families nationwide with a fiduciary focus. Whether you’re increasing savings, navigating retirement, or building generational wealth for you and your family, we’re focused on you.
What We Do
Fully Integrating Your Financial Life
Holistic Wealth Management
Your financial quarterback working alongside other wealth professionals.
Who We Serve
Tailored Guidance for Every Milestone
We focus our advice to your unique priorities. Our client relationships span generations; each one built on trust, clarity, and respect. Every major life event you experience is significant and we will help you navigate through all of them.
Why Choose Us?
Independent
Advice.
Deep Experience.
Personal Attention.
When I started in this industry in 1998 I didn't know where this career would take me. I spent years working alongside other professionals and developing my own sense for what brings a client financial success. I knew if I created a client experience that would place their needs above all else that I could help others to realize their financial dreams.
As a fiduciary, we always put our clients first, and have built our business around this approach. Helping clients create their own financial plan, implementing the actionable items of their plan, and then helping them stick to it is what makes us unique. We want to be the first phone number our clients call when life throws them a curveball.
Each and every day I'm so incredibly grateful for our clients allowing us to be part of this important aspect of their life. We know that it takes an incredible amount of confidence to let us do what we do. Without the trust, faith, and support from our clients, we would never be able to help all that we help today.
We thank all of you for this opportunity and know that we always put you, your family and your goals ahead of everything else.
Ready to Start?
Let’s talk.
We offer a no-pressure, no-obligation and no-fee consultation to see if we’re the right fit.