Broker Check
Build Your Plan Your Preserve Your Transfer Your

Understanding Today's Financial Environment

Welcome to Settanni Financial, a private wealth management firm located in Westchester County, NY. We have been helping our clients build their futures for over 25 years. We understand that families face unique challenges as they plan for college, prepare for retirement and plan their estates. Whether your goal is securing a paycheck for life, protecting loved ones, or creating a legacy, we have a solution that will meet your needs. Our personalized service helps you focus on what matters most to you; family, career, and leisure, while we handle the rest.

Contact Us

How We Do Business

We can help you create an approach that is designed to address your unique situation.

Learn More

Client Commitment

We educate our clients and take the mystery out of investing, insurance, estate conservation, preserving wealth.

Learn More

Special Kids of NY

Special kids of New York is an organization we started 18 years ago to help local children in need of financial assistance.

Learn More

Helpful Content

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

View all calculators arrow

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

View all videos arrow