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What We Do
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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.

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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

  • Personal & Business Financial Planning

  • Retirement Planning

  • Income in Retirement

  • College Savings

  • Multi-generational Planning

  • Charitable Giving

  • Tax & Estate Planning

  • Long Term Care Planning

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Our Approach

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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

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PRUNE

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PROSPER

Reap the potential harvest of financial wellness and build a lasting legacy

 

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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
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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.

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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.

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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.

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Privacy Policy

© 2024 by Fig Tree Wealth Management

Disclosure Brochure

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Fig Tree Wealth Management LLC is an SEC Registered Investment Adviser and its principal place of business in the State of New Jersey. Firm and its representatives comply with the current registration requirements imposed upon registered investment advisers by those states in which the Firm maintains clients. Firm may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

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Information contained herein does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information. You should consult a professional adviser before implementing any of the strategies or options presented.

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While Fig Tree Wealth Management makes every effort to present accurate and reliable information on this Internet site, Fig Tree Wealth Management does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficiency, timeliness, or correct sequencing of such information or relevance of any information prepared by any unaffiliated third party, whether linked to web site or incorporated herein, and takes no responsibility therefore. Use of such information is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficiency, and timeliness.  Reference herein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Fig Tree Wealth Management.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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Please be aware that economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Additionally, all investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client's investment portfolio.

The firm is not engaged in the practice of law or accounting. Firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.  For additional information about Firm including fees and services, send for the Firm's Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.

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Photos and images on Fig Tree Wealth Management's pages should not be construed as an endorsement of the adviser by any client or individual. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

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Participation in the SmartVestor network should not be construed as an endorsement by Dave Ramsey. Working with a SmartVestor professional does not guarantee future investment success or that your financial goals will be achieved. Advisers pay an advertising/marketing fee to be included.

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