Lucca R Scariano

To me, investing is more than an algorithm; it’s about listening to the client to better understand their needs and building a relationship over the long-term. A client’s success is my highest priority; the best way to accomplish this is by forging a partnership built upon trust, mutual honesty and active listening. My goal is simple, for you to succeed. This holistic approach affords me the opportunity to create customized financial strategies around your goals.

I focus on working with families to help them achieve their financial goals through comprehensive wealth strategies which include: retirement planning, trusts, estate considerations, tax...