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 MoreHelpful Content
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Social Media: Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
View all articles 
College Savings
See how much you may need to save now to cover future college costs for your child.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
View all calculators
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.