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Sclafani Wealth Advisors

Sclafani Wealth Advisors offers all-encompassing wealth management services focused on serving individuals, families, charities and business owners. Whether you are a veteran of success or are just starting to build your portfolio, Sclafani Wealth Advisors can help you achieve your goals and preserve your wealth.

Your Future is Our Focus

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Experienced Professionals

Sclafani Wealth Advisors is a father and son financial advising practice that focuses on building strong client relationships by providing the highest level of personal service and diversified, low cost investment solutions based upon Nobel Prize winning academic research. We help our clients avoid the pitfalls of emotional investing and emphasize the importance of financial planning, discipline, patience, and persistence to pursue lifetime goals and financial security.

We can help you address your needs of today and for many years to come. We look forward to working with you

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Personalized Experience

Our business is built on a foundation of thoughtful client relationships.

Our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges and have unique financial histories. And we can help take the mystery out of preparing for today and tomorrow.

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."