EHG Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, offering discretionary, custom portfolio management and hourly financial planning engagements. The firm reports $20 million in assets under management and discloses a cumulative minimum account requirement of $50 million, which it may accept lower at its discretion.
The firm’s investment approach emphasizes tactical asset allocation and relies primarily on technical analysis to inform trading and sector weighting, using a mix of exchange-listed securities, mutual funds, variable insurance products, and interests in real estate or oil and gas partnerships. Implementation may include long-term purchases, margin transactions, use of cash positions as hedges, and portfolio adjustments for harvesting gains or managing concentration and risk.
EHG Wealth is under common control with affiliated entities that provide trust services, insurance brokerage, and tax optimization services, and its investment advisor representatives are licensed to sell insurance products — relationships that create potential conflicts of interest and are less common among peers. Taken together with its high stated account minimum relative to reported AUM and a client base of roughly 60 accounts, the firm’s client focus and affiliated-service model distinguish it from supported firms that primarily serve broad retail individual clients.
Client services
Expertise
Fee options
$0 - $3 million: 2.50% $3 million - $10 million: 2.00% $10 million - $100 million: 1.80% $100 million+: Negotiated
$250 to $750 per hour, negotiated and agreed upon in advance
Account minimum: $50 million (subject to discretion for lower amounts)
Main office
See officeIndianapolis IN
Advisors at this office
1
Offices (3)
Most active in
Alaska · Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Michigan · Mississippi · Missouri · New Jersey · New York · Oklahoma · Pennsylvania · South Carolina
Also doing business as
Ehg Wealth Management · Ehg Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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.
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