A complete list of active advisors currently associated with Fig Tree Wealth Management LLC

Warmer can help you find a great advisor at Fig Tree Wealth Management LLC or one who fits your needs even better.

Fig Tree Wealth Management LLC is a small independent advisory firm that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates, corporations and charitable organizations. In addition to ongoing investment management, the firm offers pension consulting, participant education, and estate planning support including access to digital trust-based estate plans. The firm implements model portfolios (Core models and lower‑minimum P3 models) and monitors and rebalances accounts based on clients’ objectives and risk tolerances. Fig Tree applies a Biblically Responsible Investing overlay, using third‑party screening software to seek to minimize holdings in companies whose activities the firm identifies as inconsistent with particular Christian principles. Compared with many solo independent advisers, Fig Tree’s practice is notable for working with charitable organization clients and for offering plan‑level pension consulting and participant seminars on topics such as diversification, asset allocation, risk tolerance and time horizon. The firm recently expanded its estate planning support to include wills and related services and makes available trust‑based estate plans through digital providers.

To learn more about the advisors currently working at Fig Tree Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Sciortino	Mountainside, NJ	14

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