Fig Tree Wealth Management: Planning For Your Business
We understand how difficult it can be to manage your finances for today and plan for tomorrow, while trying to run your business.
Our services for businesses include setting up retirement plans, benefits, insurance and succession planning. Our goal is to help foster an environment for growth in your company while optimizing your tax efficiency.
About Us
Daniel Sciortino, ChFC® is a financial planner, a devoted husband, father and Christian. He has also completed the Kingdom Advisors Program and pending CKA® designation. He has 18 years of financial industry experience has a passion for helping others.
Fig Tree Wealth Management was founded to help clients manage their financial resources with honesty and values. We guide individuals and organizations with their financial planning and investment decisions to help them become great stewards.
Path
Our Services
Our Approach
At FigTree Wealth Management, we are passionate about helping clients meet their financial goals.
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:
Reap the potential harvest of financial wellness and favor
PLAN
Establish deep roots with a financial plan that encompasses the important aspects of your life, your risk tolerances and your life goals
PRUNE
Align your finances with investments that fit your values
