Everyone's financial journey is different.

Meet Joe – the strategist behind smarter decisions and a stronger future.

Joe is a founding partner with over 12 years of experience guiding individuals and families through smart, practical financial decisions. A graduate of Florida State University, Joe is deeply committed to helping people get organized, stay on track and make the most of their money. Joe takes the time to understand your goals, break things down in a way that makes sense and stays involved throughout your whole journey – not just the start.

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Services We Offer

Helping investors from every background

Wealth Management

Grow your money with intention and security

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Retirement Planning

Planning ahead so your future feels stable, not stressful

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Strategic Business Planning

Customized planning for owners to save, retire and potentially reduce taxes

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Estate Planning

A way to build, preserve, and pass on wealth with intention and purpose

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Not sure where to start?

Everyone's financial journey is different. Talking to a financial professional helps you gain clarity, avoid costly mistakes, and build a plan that works for you. Let's connect – book a free call and see if we're the right fit to work together.

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Our 6 Step Process

STEP

1

Intro

A brief introductory call to connect, discuss our process and determine if our services align with your financial goals.

STEP

2

Discovery

An in - depth conversation
focused on understanding your financial situation, goals and priorities. This meeting
provides the foundation for building a personalized strategy tailored towards your needs.

STEP

3

Analysis

A full review of the financial details is completed to understand the current situation, identify what’s working well, and highlight areas that may benefit from improvement. This step helps prepare the groundwork for building thoughtful, goal-based strategies.

STEP

4

Recommendation

Based on the analysis, personalized strategies are presented to help move closer to your goals. Each recommendation is explained in simple terms, with a focus on what makes the most sense for your life, your priorities, and your comfort level.

STEP

5

Implementation

Once a strategy is chosen, the next step is putting everything into action — at a pace that feels comfortable. Support is provided throughout the process to ensure each step is handled smoothly and efficiently.

STEP

6

Review

Regular check-ins, typically every six months, help keep everything on track. These meetings are a chance to review your investments, discuss any life or financial updates, and make adjustments as needed. You’ll always have the option to meet more often — the goal is to make sure you feel informed, supported, and comfortable every step of the way.

Joseph Scotti

Financial Professional

Julia Hasson

Administrative Assistant

Sagar Shah

CPA, MBA – Managing Partner

Molly Waddams

Business Development and Client Onboarding Specialist

William P. D’Angelo

Chief Investment Officer

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

The Deduction Desk

Let’s talk.

If you're feeling behind, overwhelmed, or unsure of your next steps – you don't have to figure it out alone. This form is a chance to share what's really going on. With over 12 years of experience, Joe brings strategies and insights and most people simply just don't know – the kind that can truly change the direction of your life. He'll take the stress off your shoulders, help make sense of your situation and build a clear, personalized plan to move forward with confidence.

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