Settanni Financial

Settanni Financial

Settanni Financial was formally established as a wealth management entity in 2018, extending a tax and accounting practice that Don Settanni had operated for decades. The firm traces its advisory roots to client relationships Don built as a CPA, and today it serves individuals, high-net-worth families, and businesses from dual offices in Katonah and Armonk, New York. The firm’s leadership includes Don's son, David Settanni, as Chief Financial Officer, and Vito Collacuro, a longtime family friend, as Chief Compliance Officer. The firm manages portfolios across public equities, fixed income, and insurance-based products, with an emphasis on retirement-income planning, estate conservation, and risk management. Its service model blends investment advisory with tax preparation through the affiliated Don Settanni, CPA, PLLC. Clients receive financial planning that addresses college savings, life insurance needs, and distribution strategies — a bundled offer that integrates CPA-level tax insight into asset allocation decisions. The firm does not disclose specific portfolio holdings or third-party fund relationships. Settanni Financial reports a modest professional headcount of four, including one additional investment advisor, Michael Capuano. The firm does not operate adjacent private investment vehicles, affiliated funds, or formal co-investment clubs. A philanthropic initiative, Special Kids of New York, was founded by the Settanni family approximately eighteen years ago to provide financial assistance to local children in need — it operates as a separate charitable activity rather than a donor-advised fund platform. A sole proprietorship anchored by a family CPA practice creates an unusual alignment: tax consequences sit at the center of every portfolio decision. Unlike larger RIAs that silo tax planning to a separate department, Settanni’s investment advice flows from the same entity that files the client’s return. For allocators evaluating referral pathways into the suburban New York high-net-worth market, the firm functions less as a scalable asset gatherer and more as an embedded family office for clients who value continuity and a single point of contact across tax, estate, and investment decisions.