CALIFORNIA CONSUMER

McDavitt Wealth Management and Santucci Wealth Management were founded when Tom McDavitt and Steve Santucci, having 60+ years of combined financial services industry experience and after years of knowing each other, decided to join forces. Starting out in the business, each had worked for other companies and grew tired of working for parent companies that dictated the types of investments they should sell to their clients... Know our clients and their goals. We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are... Your goals are our goals. Regardless of your background, we..

Primary location: Shrewsbury United States