PLAN - PRUNE - PROSPER 
What We Do
We understand how difficult it can be to manage your finances for today and plan for tomorrow.  We guide individuals, families, business owners, and churches with their financial planning and investment decisions to help them become great stewards of God’s resources.
We help you gain clarity and plan for various life goals, align your finances with God’s purpose, build portfolios grounded in the principles of biblically responsible investing, and create conduits of charity to impact the world.
From investment management, personal and business financial planning, tax and estate planning, and retirement income planning, we have expertise to meet all of your financial needs:
  • Investment management

  • Personal & business financial planning

  • Retirement Planning

  • Income in Retirement

  • College Savings

  • Multi-generational planning

  • Charitable Giving

  • Tax & Estate planning

Our Mission - watch video
Play Video

Reap the potential harvest of financial wellness and favor

 

Path

Our Services

Establish deep roots with a financial plan that encompasses the important aspects of your life, your risk tolerances and your life goals

Align your finances with God's word and prune investments of companies that conflict with Biblical values

 

PLAN

PRUNE

PROSPER

Our Approach

We are passionate about helping clients meet their financial goals.   The name of our firm was inspired by the references in the Bible to the fig tree, and how Jesus used it in His parables to help illustrate key principles.  We also want to illustrate our key approach using the fig tree as a metaphor. 

 

The fig tree is a plant that requires special attention, and with proper care it can bear fruit for years.  Similarly we use great care with our client’s financial plans and investment portfolios to help bear fruit for years to come following our 3-step approach:

About Us

Daniel Sciortino, ChFC® is a financial planner, devoted husband, father and believer in Jesus Christ.  He has also completed the Kingdom Advisors Program and pending CKA® designation. He has 18 years of financial industry experience and has a passion for helping others. 

Fig Tree Wealth Management was founded to help clients manage their financial resources in a way that pleases God.  As the Bible says, it is important to seek advice and we want to be your trusted adviser that is at your side to help you plan and invest for the future. 

Request a meeting with us today

Blessed supporters of:

  • Black Facebook Icon
  • Instagram

© 2019 by Fig Tree Wealth Management

Fig Tree Wealth Management is a Division of National Wealth Management, LLC.  National Wealth Management, LLC is an SEC Registered Investment Adviser and its principal place of business in the State of New Jersey. Firm and its representatives comply with the current registration requirements imposed upon registered investment advisers by those states in which the Firm maintains clients. Firm may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Information contained herein does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information. You should consult a professional adviser before implementing any of the strategies or options presented.

While Fig Tree Wealth Management makes every effort to present accurate and reliable information on this Internet site, Fig Tree Wealth Management does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficiency, timeliness, or correct sequencing of such information or relevance of any information prepared by any unaffiliated third party, whether linked to web site or incorporated herein, and takes no responsibility therefore. Use of such information is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficiency, and timeliness.  Reference herein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Fig Tree Wealth Management.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please be aware that economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Additionally, all investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client's investment portfolio.

The firm is not engaged in the practice of law or accounting. Firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.  For additional information about Firm including fees and services, send for the Firm's Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.

Photos and images on Fig Tree Wealth Management's pages should not be construed as an endorsement of the adviser by any client or individual. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.