Private Wealth Management

As a full service financial firm in Westchester, we understand how investing and taxes can impact a family’s future. With a wealth management office in  in Katonah, we can address all aspects of private wealth management. Our work with larger asset managers such as BlackRock and Dimensional Fund Advisors at our office in Katonah gives you institutional access with a local Westchester County feel. We see our clients as part of the family, and see their goals as our own. This is why our private wealth management practices use the latest technology to keep track of our investments, keeping you informed and working with you to make important decisions. Our advisors in Katonah will give you access to resources such as MoneyGuidePro, Morningstar Advisor Workstation and Intuit’s ProSeries. There are many financial advisors, but few wealth managers. At Settanni Financial, our clients aren’t customers, they’re family.