Sculati Wealth Management

Welcome to Sculati Wealth Management, a firm dedicated to managing each aspect of your wealth with discipline, confidence, and a focus on your success. Our founder, David Sculati, established the company with the goal of creating a conflict-free business model that puts clients first. We believe in building trusting relationships, working side-by-side with you and your other professionals, and ensuring your assets will successfully fund your goals.

Our holistic approach to wealth management is designed to help you make the most of the wealth you have created through proper planning and investment of your capital. We understand the importance of your wealth and the stories behind every dollar. Our commitment is to manage it with gratitude and the utmost care. Our primary focus is on meeting the goals in your plan, and we promise to provide a pressure-free, no-obligation experience.

Financial Planning

Our certified financial planner will work closely with you to identify your goals for the future and the financial decisions necessary to help you realize them. Our planning process includes evaluating your current financial situation, discussing your short-term and long-term goals, and implementing a strategy tailored to your unique needs. We consider all aspects of your financial life, including cash flow management, retirement planning, estate planning, education funding, risk management, and tax planning.

Investment Management

Once your financial plan is in place, we put it into action using a custom-built portfolio of completely liquid and totally transparent securities. We strive to minimize costs and maximize tax efficiency while adhering to your risk tolerance and time horizon. Our investment strategy is based on academic research, evidence-based decision-making, and a long-term perspective.

At Sculati Wealth Management, we have chosen to affiliate with Charles Schwab as our custodian. This relationship provides you with the security of working with a well-established, financially sound firm with a proven track record of excellence.

Client Resources

We are committed to providing you with the resources and tools necessary to understand and manage your wealth. Our client resources include:

• Charles Schwab: As our custodian, Schwab offers a wide range of services and resources to help you manage your account, including online access, mobile apps, and a dedicated customer service team.

• Morningstar: This independent investment research firm provides detailed analysis and ratings on thousands of investments, helping you make informed decisions about your portfolio.

• Compliance: We are committed to maintaining the highest standards of integrity and ethics. Our compliance program is designed to ensure that we adhere to all applicable laws, regulations, and industry best practices.

Frequently Asked Questions

Q: Who is Sculati Wealth Management, and what services do you provide?

A: Sculati Wealth Management is a wealth management firm that provides financial planning and investment management services. We work with clients to help them identify their goals, create a customized plan, and implement it using a portfolio of liquid and transparent securities.

Q: How are you compensated for your services?

A: We are a fee-only firm, which means we are compensated directly by our clients for the services we provide. We do not receive any commissions or incentives from the investments we recommend.

Q: How do you choose the investments for my portfolio?

A: Our investment strategy is based on academic research, evidence-based decision-making, and a long-term perspective. We consider factors such as your risk tolerance, time horizon, and goals when selecting investments for your portfolio.

Q: Is my money safe with Sculati Wealth Management?

A: Yes, your money is held by Charles Schwab, our custodian, which is a well-established, financially sound firm with a proven track record of excellence.