Sadoti Wealth Management Group
Sadoti Wealth Management Group
Nick Sadoti
Financial Advisor|CFP®, RICP®
Our Firm
It is a team effort to build and implement plans with our clients. Each member of our firm is committed to providing exceptional service and a strong commitment to our clients.
Nick Sadoti
CFP®, RICP®
Founder
Nick Sadoti started his financial planning practice with Northwestern Mutual in the summer of 2018 with the mission of educating clients on what’s possible with their plan. Nick graduated from the University of Georgia in 2008 with degrees in Political Science and Spanish. He then spent time working in Washington, DC and New York for Bloomberg LP providing financial data, tools, and analysis to public and private institutions intelligence to help them make informed decisions for their firms. After his first child was born, Nick and his family moved back to Atlanta to start his planning practice.
Nick is married and now has two wonderful children and a golden retriever. Most free time is spent enjoying it with his family and helping teach his children to be good people.
Nick’s team has the privilege of deeply connecting with our clients and helping them build and implement meaningful wealth accumulation and protection strategies.
Isaac Shapiro
Director of Operations
Isaac was born and raised in Brooklyn, NY with 4 brothers and sisters. After finishing his Economics degree at SUNY Oswego, Isaac moved to Pittsburgh, Pennsylvania where he met his wife, Megan. They now reside in Douglasville, GA with their daughter. Isaac enjoys everything sports and passionately roots for Atlanta United.
Dennairia Williams
Client Service Specialist
I was born in Miami Florida but moved to Georgia with 4 siblings in 2011. I have a wonderful cat named Xero and I have a passion for plants and a love for word searches.
Our Commitment
Planning With Care
Sadoti Wealth Management Group approaches financial planning by building a relationship first. Every conversation, thought and recommendation is created by following our firm's core values.
Navigation- We are here first and foremost to help navigate our clients through the family financial planning process. We want to help our clients navigate through the path that will take them to their goals.
Dynamic- We take a “living” approach to financial planning. In life the only constant is change and we believe in a proactive approach to financial planning. We plan for change and when change happens it allows us to continue to build rather than knock down and start again.
Devotion- When we plan together, we want to create and implement a plan that successfully impacts their family for generations to come. We are not only devoted to our client but to the entire family.
Reason- When we plan; we plan with reason. Thought, research, and preparation go into every plan we create and develop.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.