A 360° approach

Holistic Wealth Management

Sculati Wealth Management provides holistic wealth management for families and professionals. We use a coordinated planning approach to work with your external professionals to provide long-term investment guidance. We want to be involved in all aspects of your financial world. Whether having us partake in calls with your tax preparer or advise around a trusted estate planner, we help you with the full picture.

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Let’s map next steps together.

Collaborative Coordination

Your finances touch more than just markets. We regularly work with your CPA, estate attorney, insurance professionals, and more, to keep decisions in sync. If a sale of a home affects capital gains, or your CPA plans year-end strategies, we coordinate timing so your investment strategy and tax plan support one another. Beneficiary updates, trust funding, and coverage reviews happen with a clear point of contact at Sculati Wealth, saving you time and reducing conflicting advice.

Strategic Oversight

Comprehensive financial management includes where you hold assets, how distributions are taxed, and how accounts pass to heirs. We review asset location for tax efficiency, coordinate Roth conversion analysis, and align trusts and beneficiary designations with your goals. We connect the dots between portfolio growth, tax-specific considerations, and legacy wishes so your plans work towards the same purpose. When attorneys draft or update documents, we ensure titles, registrations, and cash flows match the strategy on file.

Proactive Guidance

Life moves. Markets move. Your plan should too. We schedule reviews to benchmark progress and anticipate next steps, like rebalancing before risk drifts, adjusting savings targets ahead of bonus season, or preparing for liquidity events. Retirement timing, charitable gifting, and education planning conversations happen early so you can act with confidence.

Working Smarter

The benefits of an integrated approach

Coordinated Advice

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Having a single trusted advisor to coordinate investments, taxes, estate structure, and more, offers relief.

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Reduce Complexity

Whether you have multiple homes, children, or accounts, we know that finances get complicated fast.

Simpler decision making, knowing your plan, and working with your trusted professionals leads to success.

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Clarity and Success

  • How are you paid?

    The way we get paid is simple and transparent. All of our clients have a fee that is based on assets you allow us to manage and nothing more. Starting at 1% annually, with no additional commissions, it's easy to understand what you pay for.

  • What is included in the fee?

    Our fee includes ongoing investment advice, a financial plan that is updated when you need it, benchmarking to your long-term goals, and working with your external professionals.

  • Do you handle tax, estate and insurance planning too?

    We don’t file your tax return or draft legal documents, but we work closely with your external professionals so that everything moves in sync. If you need advice or help with finding one of these professionals we have plenty of recommendations.

  • Will you work with my existing CPA or attorney?

    Yes. We coordinate directly with your professionals, or recommend trusted partners, to align planning and implementation without adding extra work for you.

Need Additional Help?

Have questions about planning, investing, or coordinating with your CPA or attorney? Connect with Sculati Wealth Management for a no-obligation conversation and a clear path forward.