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:
Personal & business financial planning
Income in Retirement
Tax & Estate planning
Reap the potential harvest of financial wellness and favor
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
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:
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.