John Tosatto is a trusted wealth management professional with more than 20 years of experience helping individuals, families, and business owners bring clarity and confidence to their financial lives. Known for his relationship‑first approach, John is deeply committed to building long‑term partnerships with his clients—taking the time to understand who they are, what they value, and where they want to go. His personal goal is to be a lifetime resource for every client he serves.

Operating under a fiduciary standard and Certified Financial Planner™ professional, John specializes in comprehensive, holistic financial planning in an effort to bring all areas of a client’s financial life into one clear, intentional strategy. He prides himself on truly knowing his clients so he can recommend thoughtful solutions designed not only for today, but for the future they are working toward. John provides total financial needs analysis through a network of experienced professionals with expertise in advisory services, retirement planning, estate strategies, key employee retention and business succession planning, employee benefit strategies, and trust services.

Preparing for the next step in life isn’t always easy, and John works closely with clients to simplify complex decisions—whether they are planning for retirement, navigating major life milestones, protecting their family’s future, or building and preserving wealth. Drawing on his experience, broad knowledge of financial products, and disciplined planning processes, John helps clients identify goals, evaluate risks, uncover gaps, and implement strategies aligned with their time horizon and tolerance for risk.

At the core of John’s practice is a genuine respect for his clients and the trust they place in him. He believes great financial outcomes start with strong relationships, open communication, and education. By providing consistent guidance and personalized attention, John helps his clients move forward with confidence and purpose.

Outside of his practice, John brings the same dedication and teamwork to his personal life. A former college hockey player at the University of Delaware, he remains actively involved in the sport—playing hockey in his free time and coaching his sons’ team. John is married to his wife, Lauren, and is a proud father to two boys, Oliver and Vinny. When he’s not at the rink, he enjoys spending time with his family and getting out on the golf course.

Education

University of Delaware (1999-2004)

Hobbies

Ice Hockey, Golf

Community Involvement

Children's Trust Foundation