We are proud to be recognized as a Forbes Best-in-State Wealth Management Team in 2025.

 

Let us help you grow more than wealth

Welcome to the Scatena Dietz Investment Group

We offer a unique team-based approach to wealth management. We firmly believe that in the complicated financial world, a single financial advisor cannot know all the intricacies involved in successfully leading a client through the stages of their life. Our multi-generational team is structured to work with multi-generational clients. We look not only at insuring our current clients are taken care of but that the generations to follow have clarity on their financial future as well. Each member of our team specializes in a different field of wealth management, allowing us to rely on their strengths when your financial needs evolve.

Our clients tend to have complex financial pictures and each is unique. Many own businesses, expect to receive or give inheritances, have been divorced, or have unique needs based on their situations. Because of this, we offer a robust approach to helping them plan and organize for their future. Our process entails:

  • Understanding your financial objectives — We begin by listening to better understand you and your financial objectives.
  • Gathering your current financial information — Together, we gather specific information on your financial situation to create a complete picture.
  • Developing smart, time-tested strategies — Next, we analyze your financial and personal information, using state of the art wealth planning tools we match your current situation with strategies to  help accomplish your goals.
  • Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing timely, ongoing service — We review your wealth plan frequently to help ensure your financial objectives and goals are up-to-date and on target.

 

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, contact us.

Latest Insights

Shipping containers

Tariff deluge: RBC’s initial take

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

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Disclosures

The 2025 Forbes Best-In-State Wealth Management Teams award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

Jim Scatena is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, KS, KY, MD, MI, MN, MO, MT, NE, NM, NV, NY, OK, OR, PA, RI, TN, TX, UT, VA, WA, WY. California Insurance License # 0C45452.

Robert Dietz is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, KS, KY, MD, MI, MN, MO, MT, NE, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA, WY.

Lynne Grimson is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, KS, KY, MD, MI, MN, MO, MT, NE, NM, NV, NY, OK, OR, PA, RI, TN, TX, UT, VA, WA, WY. California Insurance License # 4122203.

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