Settanni Financial Email Format

Financial ServicesNew York, United States2-10 Employees

Settanni Financial is a private wealth management firm based in Armonk, New York. The company focuses on asset management, estate planning, and retirement planning, working with estate attorneys, tax accountants, and asset management teams in Westchester County to deliver comprehensive financial guidance. Its client base appears to be individuals seeking coordinated management of taxes, fees, and risk within a broader wealth management strategy, supported by advisory services through Sutton Place Investors LLC dba Settanni Financial. With more than 30 years of combined experience in taxes, investments, estates, and trusts in the region, the firm positions itself within the financial services industry as a local, specialized advisor offering education and planning resources for clients and prospective clients where properly licensed. Settanni Financial operates nationally through its registered advisor structure, maintaining the necessary registrations and licenses across states as required. A recent development note is that advisory services are offered under the umbrella of Sutton Place Investors LLC dba Settanni Financial.

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