A Message From Carol
Helping Clients Succeed Financially:
I help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful and open relationships are the foundation of my practice. You've worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you.
Click here to read Carol's Biography
The Benefits of Working with a
Certified Financial Planner ®
A Certified Financial Planner ® examines all aspects of an individual's situation.
A look into our practice
We specialize in: Financial Planning, Retirement Planning, Customized Investment Portfolios
It's natural-and wise -to re-examine your financial outlook after an unexpected or game-changing life event. Or to hear life's clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. As your Financial Advisor we can provide guidance on your short and long term financial goals. We can also help you create, monitor and manage an investment portfolio geared to your specific situation.
· Carol Scatolini, CFP ®, Wealth Manager
Why Invest With Us
We use a goals-based planning process called Envision®
This process is refreshingly realistic, innovative and easy to understand.
Financial Planning is the heart of what we do
We strive to acquire a complete and accurate understanding of your goals in our initial work together.
Portfolios that manage risk while optimizing growth
Your investment portfolio is tailored to your timeframe, risk tolerance and personal objectives.
Working with Us
Financial Planning We look at all aspects of your life. As your Advisor we will always put your interests first. We will treat you with respect, honesty and dignity.
Read MoreRetirement Planning We help you determine how much to save before retirement and how much you can withdraw once in retirement. This is critical to ensure you have accumulated enough before you retire and that you do not deplete your assets once you are in retirement.
Read MoreCustomized Investment Portfolios We offer individualized portfolios that are designed just for you. We use the full spectrum of investment choices including stocks, bonds, mutual funds, and more. We have access to a wide range of institutional portfolio managers who excel at what they do.
Read MoreOur Process
Ready to connect? Let's set up a time to talk about your goals.
Schedule a consultationResources
Articles
Educate yourself on a variety of financial topics.
Calculators
A host of financial tools to assist you.
Flipbooks
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Newsletters
Timely newsletters to help you stay current.
Glossary
Financial terms from A to Z.
Videos
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.