5.0
Average rating
1
Client Reviews
0.5 to 1%
Percentage of Assets (AUM)
What Our Clients Say
5.0
1 Client Reviews
Paolo Sciarra
Real Estate Advisor @Compass. Follow me on IG @paolosciarrany.
5.0
"Scott DeSantis from @CivicFinancial is undoubtedly the best in the business. He excels in tax strategy, financial planning, insurance, and portfolio management. As a real estate broker, I’ve had the privilege of meeting numerous wealth managers, but Scott consistently surpasses them all."
Disclosure:This post was publicly shared on social media. It is not a verified client review, nor is it an endorsement by Sam’s List. We did not edit or alter the original content. This section is for informational purposes only.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Our clients are successful professionals and affluent families who require a high level of sophistication to manage their wealth. They’ve achieved incredible success and strive for more — and that leads them to our practice.
They acknowledge that there is more opportunity to be seized, greater advancements to be made, and time they can reclaim by partnering with a team of experts.
We serve clients at every stage of life, and provide the strategic guidance they need to maximize their potential, avoid unnecessary risk, and achieve the level of greatness they aspire to.
They acknowledge that there is more opportunity to be seized, greater advancements to be made, and time they can reclaim by partnering with a team of experts.
We serve clients at every stage of life, and provide the strategic guidance they need to maximize their potential, avoid unnecessary risk, and achieve the level of greatness they aspire to.
Clients who wouldNOTbe a good fit
We enjoy working with people who love tax optimization, who are good stewards of their communities, who are thoughtful in their planning, who put their families first, and who respond to us when we reach out.
Minimum Financial Requirements
Annual Income
$2,000,000
Investable Assets
$2,000,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1%
One-Time Financial Planning Fee
$5,000 to $25,000
Meeting Options
In person meetings
Video meetings
Phone
About Civic Financial
The Civic mission is to inspire financial confidence. We deliver a boutique planning experience for highly-compensated professionals and high net worth families who desire the partnership, service and knowledge of a team of financial professionals. By providing thoughtful guidance and best-in-class financial solutions, we help ease our clients’ burdens and give them greater clarity about their financial decisions.
We offer a unique mix of highly credentialed advisors and professionals with the expertise to handle the challenges associated with managing significant wealth. We are committed to knowing our clients personally and understanding their generational values and aspirational goals so we can guide them to a more impactful future.
We offer a unique mix of highly credentialed advisors and professionals with the expertise to handle the challenges associated with managing significant wealth. We are committed to knowing our clients personally and understanding their generational values and aspirational goals so we can guide them to a more impactful future.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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2 Client Reviews
"Anthony helped guide me with selecting better investments in my 401(k) and my overall approach to retirement planning. He answered my questions and helped me feel comfortable with the strategy so I understood the reasons behind the changes we were making. His expertise was helpful because now I'm confident in the investments and a better overall strategy to help me reach my goal of maximizing for growth."
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
