We are an independent financial firm that has been helping individual investors as well as small- to medium-sized businesses establish and maintain their long-term financial goals. For those unfamiliar with our firm, we welcome you to the vast field of investment knowledge that our site provides. In making an appointment request, we are best able to introduce ourselves and share with you our sound professional management skills.
We appreciate your interest in McDavitt Wealth Management and Santucci Wealth Management and sincerely look forward to working with you.
We appreciate your interest in McDavitt Wealth Management and Santucci Wealth Management and sincerely look forward to working with you.
Services
McDavitt Wealth Management and Santucci Wealth Management were founded when Tom McDavitt and Steve Santucci, having 40+ years of combined financial services industry experience and after years of knowing each other, decided to join forces. Starting out in the business, each had worked for other companies and grew tired of working for parent companies that dictated the types of investments they should sell to their clients.
Tom has 35 years of experience in the financial services field. He provides wealth management to a select group of high-net-worth individuals in a variety of fee-based programs as an Investment Adviser Representative with Commonwealth Financial Network(R). He also manages investment programs for numerous business retirement plans and he has achieved his Accredited Investment Fiduciary(R) (AIF(R)) designation.
At McDavitt Wealth Management and Santucci Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm! When you go to a big financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big-name firms offer quality investment products, the ones that a financial professional can offer you are often chosen by a big corporation.
No matter what your level of wealth, working with us can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Reviews
Be the first to review Santucci Wealth Management.
Write a Review
