Let us help you grow more than wealth


Welcome to the Scatena Dietz Investment Group

We offer a unique team-based approach to wealth management. We firmly believe that in the complicated financial world, a single financial advisor cannot know all the intricacies involved in successfully leading a client through the stages of their life. Our multi-generational team is structured to work with multi-generational clients. We look not only at insuring our current clients are taken care of but that the generations to follow have clarity on their financial future as well. Each member of our team specializes in a different field of wealth management, allowing us to rely on their strengths when your financial needs evolve.

Our clients tend to have complex financial pictures and each is unique. Many own businesses, expect to receive or give inheritances, have been divorced, or have unique needs based on their situations. Because of this, we offer a robust approach to helping them plan and organize for their future. Our process entails:

  • Understanding your financial objectives — We begin by listening to better understand you and your financial objectives.
  • Gathering your current financial information — Together, we gather specific information on your financial situation to create a complete picture.
  • Developing smart, time-tested strategies — Next, we analyze your financial and personal information, using state of the art wealth planning tools we match your current situation with strategies to  help accomplish your goals.
  • Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing timely, ongoing service — We review your wealth plan frequently to help ensure your financial objectives and goals are up-to-date and on target.

 


How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, contact us.

Latest Insights

Man looking at finances on iPad

As earnings go, so goes the market

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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