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
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Surprises
Making the most of surprises is a great reason to work with us.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
View all articles 
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
College Savings
See how much you may need to save now to cover future college costs for your child.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
View all calculators
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.