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Scott S

Series 63, Series 65

San Francisco, CA

EHG Wealth Management

Scott Stratton is a financial advisor at EHG Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Fisher Investments and Camden Capital. Stratton also operated Scott Stratton Consulting prior to joining EHG Wealth Management. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a tactical asset-allocation approach informed primarily by technical analysis, managing portfolios to align with client objectives and risk tolerances.

General tax planning Wealth management Retirement income strategy Cash flow / budgeting
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Dante G

Series 65

Lititz, PA

EHG Wealth Management

Dante Giorgio is a financial advisor with EHG Wealth Management and holds a Series 65 designation. He has several years of experience, including roles at Kerr Wealth Management, Giorgio Financial Advisors LLC, Benefix, and Benecon Group. Outside of finance, he is involved with Giorgio Transport, Inc., a family business operating since 2015. EHG Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset-allocation strategy based on technical analysis and offers a combination of discretionary portfolio management and hourly financial planning.

General tax planning Wealth management Retirement income strategy Cash flow / budgeting
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Anthony D

Series 66

Indianapolis, IN

EHG Wealth Management

Anthony Decicco is a financial advisor with EHG Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he worked at firms including Morgan Stanley, Edward Jones, and Kerr Wealth Management. Decicco is also the owner of RealTea Capital Inc., a venture involved in insurance and real estate technology. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical asset-allocation strategy based primarily on technical analysis and manages portfolios tailored to clients’ objectives and risk tolerances.

General tax planning Wealth management Retirement income strategy Cash flow / budgeting
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