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 effective stewards.
We help you gain clarity and plan for various life goals while aligning your finances with God’s purpose. We build portfolios grounded in the principles of biblically responsible investing, seeking well-known secular companies and mutual funds that do not violate biblical principles. We seek to create conduits of charity to impact the world through generous giving.
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:
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Investment management
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Personal & business financial planning
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Retirement Planning
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Income in Retirement
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College Savings
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Multi-generational planning
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Charitable Giving
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Tax & Estate planning
Our Approach
We are passionate about helping clients meet their financial goals. The name of our firm was inspired by a fig tree that Daniel, the firm's founder, tended to for many years. It taught him the importance of being well-grounded, giving attentive care, and most importantly pruning to promote fruit in abundance. Similarly we use great care with our client’s financial plans and investment portfolios to help bear fruit for generations to come following our 3-step approach:
PLAN
PRUNE
PROSPER
Reap the potential harvest of financial wellness and build a lasting legacy
Build a strong foundation with a financial plan that encompasses the important aspects of your life, your risk tolerances and your life goals
Align your finances and prune investments of companies that conflict with your morals and values
Daniel Sciortino
Daniel Sciortino, CKA®,ChFC® is a financial planner and investment manager with 19 years of financial industry experience. He has a passion for helping people from all walks of life, create a blueprint for their goals and dreams. Daniel has created fruitful relationships with his clients by catering to each of their needs, focusing on integrity, and maintaining valuable communication.
He is a Certified Kingdom Advisor® and also proud to serve as a Dave Ramsey SmartVestor Pro. Fig Tree Wealth Management was founded to help clients manage their financial resources in a way that aligns with their values and principles. 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.
On a personal level, Daniel is a Christian, devoted husband, and father of three wonderful children. He enjoys being active in church, his community, as well as being involved in various charities impacting the world. He is also the author of the book, Prune & Prosper: Abundant Fruit Through Empowered Stewardship. Most of his free time is spent with his family playing soccer, fishing for sunnies, camping, playing drums and anything that will keep them off of their electronics.
Marc Dougherty
As a 15 year veteran in the financial services industry, Marc has worked for some of the largest investment, insurance and global mutual fund firms in the world and also had the opportunity to help service accounts totaling close to $1 Billion in assets at one of the larger RIA firms in NJ. Prior to joining Fig Tree Wealth Management, he ran his own RIA and provided his expertise to clients in all aspects of investment management, asset allocation, risk management and insurance. Marc also formed a niche in the defined contribution space where he assisted business owners and non-profit institutions in establishing and overseeing their 401k plans, profit sharing, and cash balance plans through a myriad of plan providers and TPAs. He is a Level 3 CFA candidate and has a passion for sharing knowledge with others about global equity and bond markets.
Marc’s passion for finance began at a young age with his grandparents as role models for prudently and patiently stewarding their financial resources. While being firmly rooted in his faith and using biblical morals and principles as a guide, he works with clients of all walks of life and strives to always love his neighbor as himself modeled after Luke 10:27. When not serving his clients, he enjoys spending time with family and church friends, exploring the outdoors or local restaurants of NJ, reading, writing, playing chess, or working on some new music on his keyboard or guitar.
