About Settanni Financial
We deliver the highest quality investment experience in Westchester County, NY. Our most important job is listening to you, our clients, and addressing your concerns, needs and desires. Our service remains local, having a Private Wealth Management Office in Rye Brook, NY and a tax and retirement planning office in Katonah, NY. Our investment philosophy was created using Nobel Prize winning research. Our strategy is similar to the strategy employed by endowment funds as we are invested in over 40 different countries and 12,000 stocks. We are able to offer our clients stocks, bonds, etfs and mutual funds, customizing portfolios to manage for risk, taxes and fees. We have longstanding relationships with managers at firms such as Dimensional Fund Advisors, Fidelity and Oppenheimer Funds, and have built new relationships with managers at Goldman Sachs and Blackrock’s iShares.
Don Settanni, the President of Settanni Financial, has 40 years investment experience while his son David, Vice President, has over 15 years investment experience.
“While my friends were collecting baseball cards, I was collecting stocks.” David Settanni
“My grandmother used dividends for her living expenses after the passing of my great grandfather, and that was unheard of in the 50’s.” Don Settanni
Investing has been a longstanding family tradition, and with changes to the law in the late 1990s, we opened our family services to the public. Our long term investment philosophy works well with the longer term family and business relationships we have established in New York, Florida, and part of Connecticut and New Jersey.