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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 in San Francisco, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Camden Capital. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical asset allocation approach primarily informed by technical analysis and offers discretionary portfolio management alongside hourly financial planning.

Tax-loss harvesting
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Dante G

Series 65

Lititz, PA

EHG Wealth Management

Dante Giorgio is a Series 65-licensed advisor with EHG Wealth Management in Lititz, PA. He has been with EHG Wealth Management and its predecessor firms since 2026. In addition to his advisory roles, he has been involved with Giorgio Transport, Inc. since 2015. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical asset allocation approach driven primarily by technical analysis and manages a range of investment types, including exchange-listed securities and alternative assets.

Tax-loss harvesting
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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, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley Smith Barney LLC, and Security Capital Management. He is also the owner of RealTea Capital Inc., a business 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 business entities. The firm emphasizes tactical asset allocation using technical analysis and offers discretionary portfolio management alongside affiliated trust, insurance, and tax services.

Tax-loss harvesting
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