A Word from Scott DeSantis:

At Civic Financial, our mission is to serve our clients and their communities. As a passionate, client-focused firm, we seek to make a lasting impact on our clients’ personal, professional and financial lives. Our vision goes beyond personal financial planning and customized wealth management. Civic Financial connects successful people across the country in a diverse and forward-thinking community.

The name Civic Financial was carefully chosen. It originated from the socially-responsible hedge fund, Civic Capital Group, that John DeSantis at our firm founded in 2003. John managed institutional and personal wealth during his 14-year tenure as President of Civic Capital Group before helping to build Civic Financial. Our name embodies our commitment to community and service, and our goal to be the change in an industry that has struggled to attract the right people who put the client first. 

Our clients range from the emerging affluent seeking to efficiently accumulate wealth, protect their families, and mitigate tax concerns to those in or nearing retirement who benefit from the new ways we approach retirement distribution and financial strategy. Some seek guidance in estate planning and philanthropic objectives. Our aim is not only to construct a superior financial plan, but also to deliver a seamless and stress-free experience. We build enduring, long-term relationships through the safe and secure administration of our clients' assets.

Civic Financial has chosen to partner with Northwestern Mutual because of Northwestern’s sterling reputation for client service. We benefit from Northwestern’s financial strength as a 160-year-old Fortune 100 company, and its access to market research, products, and cutting-edge technology. Our partnership with Northwestern allows our practice to be both technologically rich and deeply personal.

Civic Financial represents a diverse group of dedicated professionals committed to serving our clients, and we continue to hire and partner with new team members that provide the energy behind our multigenerational business.  Visit the Our Team page to learn how Scott, John, Grant, Dakotah, Nicole, Tyler, and Desi each help move you towards a brighter, more secure future.

Please let our team know about your goals; we promise to help you achieve them and look forward to making a difference together.

Scott J DeSantis, CFP®, ChFC®, RICP®, CLU®
Financial Advisor

Civic Financial

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck