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Sclafani Wealth Advisors

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.

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Experienced Professionals

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.

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Our Process

Your most important financial milestone

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Wealth Management

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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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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