About Us

Sculati Wealth Management started with David Sculati’s desire to create a more capable firm that would offer much more than basic financial planning and investment management. Now nearly a decade later David’s dream of offering a more holistic approach to wealth management is a reality.

 

The foundation of Sculati Wealth Management is trust. Our reliable financial professionals have been helping clients build a comfortable life since the company’s inception. We offer services focused on financial planning and investment management to help you manage your wealth and reach your goals. The Sculati Wealth Management process starts with a personalized financial plan that is geared towards you. We build long-term relationships with our clients some of which have been with us since the start.

 

At Sculati Wealth Management, our priority is not growing the business but protecting it. Retention and client relationship management are of the utmost importance to us. People hire us to help them define their goals, create a plan, implement the plan, and manage it for the rest of their lives. Having the various professionals in our office to meet all of their financial needs rather than dealing with three or four different people in different locations is a large part of why people hire us. Contact us today to create your financial plan!

Why Choose Sculati Wealth?

Fast Turnaround Time

At Sculati Wealth Management our clients don’t panic because our trusted professionals work quickly to get them the information they need.

Variety of Trusted Professionals

We have various professionals in our office to meet all your financial needs. Instead of dealing with multiple people in different locations, we offer all the services you need under one roof.

Dedicated to Our Clients

We hope to build a long-term relationship with you and have proven successful in doing so with clients who have been with us since Sculati Wealth Management’s inception seven years ago.
150
Million Under Management
750
Managed Accounts
375
Financial Plans
60
Years of Combined Experience

Meet Our Team

“Putting our clients first is the reason we come to work every day.”
-David J. Sculati, President

Nathan Hawrot

Certified Financial Planner

Ryan Knabusch

Financial Advisor

Alan Gildenberg

Senior Wealth Manager

Shelley Meltzer

Office Manager