Our History

McDavitt Wealth Management and Santucci Wealth Management were founded when Tom McDavitt and Steve Santucci, having 40+ years of combined financial services industry experience and after years of knowing each other, decided to join forces. Starting out in the business, each had worked for other companies and grew tired of working for parent companies that dictated the types of investments they should sell to their clients.  

Tom and Steve knew that this wasn't fair to their clients, many of whom had different financial goals. And, given the complexity of the financial services industry today, many other clients were confused by the number and type of options available to them.

So, together, they decided to set out on their own and create the type of firm they thought was needed in this day and age of rushed and sometimes impersonal service.

McDavitt Wealth Management and Santucci Wealth Management, chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.