About Sgroi Lawley Advisors:
Sgroi Lawley Group is a wealth management and financial planning firm based in West Seneca, New York. Born from the partnership between Sgroi Financial and Lawley, the firm combines over 50 years of advisory experience with the resources of a leading insurance and benefits organization.
Serving individuals, families, and business owners across the country, Sgroi Lawley delivers holistic planning across investments, insurance, retirement, and estate strategies. Its independence empowers advisors to design tailored portfolios, while technology and transparent advice help clients plan, protect, and invest with confidence.
Summary
Since adopting YCharts in 2017, Sgroi Lawley Group has transformed how its advisors research securities, build portfolios, and engage clients. What began as a single team’s search for better visuals grew into a wider adoption, expanding from 12 to 16 users as advisors experienced YCharts’ impact.
YCharts now powers every stage of their investment process, from model construction to client reporting, saving hours of prep each week and ensuring every advisor delivers a consistent, data-driven story. With more efficient collaboration and sharper insights, Sgroi Lawley has scaled from a $250M to a $1.3B RIA, proof that empowering an entire team with YCharts drives measurable growth.
“All the advisors here are using it… If clients come in, they’ll bring up YCharts, show them everything, and any question a client has can be answered right there. It keeps everyone on the same page.” – Vincent Scarsella, CFP®, Director of Research & Investment Development at Sgroi Lawley Group
The Challenge
Before YCharts, Sgroi Lawley relied on a mix of legacy tools for research and reporting. Each advisor leveraged those tools differently, leading to inconsistent visuals, manual data entry, and hours of prep before client meetings.
As the firm grew, these inefficiencies multiplied, and so did the need for a single, dynamic platform that could align every advisor under one process for streamlining model updates, improving communication, and giving clients a clearer understanding of performance and risk.
We were honestly just looking for something that could paint a picture a little bit better. Reports from our old systems were fine, but they weren’t visual or dynamic enough. We needed a way to show clients how their portfolios reacted during market changes—and to do it consistently across our team.”
The Solution
Centralized Research and Collaboration
By rolling out YCharts across the entire team, Sgroi Lawley created a single source of truth for security research, portfolio construction, and reporting. Advisors can now analyze models side by side, backtest portfolio changes in real time, and instantly visualize market impacts, all within one shared platform. What once required hours of manual prep now happens in minutes, ensuring the entire team walks into client meetings aligned and ready for any conversation.
Dynamic Models and Consistent Client Experiences
With YCharts’ Dynamic Models, advisors quickly compare prospective clients’ portfolios to in-house models and illustrate how they would have performed through different market cycles. For the portfolio management team, Dynamic Models provide real-time accuracy, reflecting true performance, including fees, so every advisor can confidently tell the same story.
Automation That Scales
Using the YCharts Excel Add-In, Vincent automated firm-wide reporting, allowing economic decks and performance updates to refresh automatically each week. The result is a faster, cleaner process that keeps every advisor informed and client-ready, without extra data wrangling or manual input.
The Dynamic Models are a game-changer—not just for me, but for our advisors too. They can quickly compare a client’s portfolio to one of our models and show how it reacted in different market environments.”
The Results
- Scaled Firm-Wide Efficiency: Expanded from 12 to 16 YCharts users, enabling every advisor to research, compare, and report from the same platform.
- Cut Prep Time by 70%: Weekly performance and economic reporting dropped from 2–3 hours to just 45 minutes using the Excel Add-In and automated templates.
- Strengthened Team Collaboration: Advisors now work from a unified data set, running model comparisons, backtests, and risk analyses together during meetings.
- Enhanced Client Communication: Dynamic visuals and real-time model performance help advisors explain volatility and portfolio positioning with confidence.
- Supported Significant Growth: Since adopting YCharts, the firm has scaled from a $250M to $1.3B RIA, driven by enhanced portfolio construction and consistent client experiences.
Having the entire team on YCharts made everything more consistent and made our prep so much faster.”
Vincent’s Advice:
Empower your entire team, not just a few users. “Having your whole team with YCharts data at their fingertips makes YCharts a no-brainer for any firm,” Vincent said.
For Sgroi Lawley, expanding YCharts access across the advisory team created consistency, speed, and confidence in every client meeting. “It makes life easier for you and the firm,” Vincent added. When everyone operates from the same platform, collaboration improves, prep time drops, and every advisor can tell the same story, clearly and effectively.
Join leading advisory firms like Sgroi Lawley Group in empowering every advisor with the same data, visuals, and workflows through YCharts. From research and model management to client reporting, YCharts helps firms scale smarter, ensuring consistent, high-quality experiences across every seat.
With real-time model updates, firm-branded reports, and unified collaboration tools, YCharts equips teams to save hours of prep, strengthen client relationships, and grow together on one platform.
1. Consistent, Firm-Wide Reporting and Proposals
2. Unified Collaboration Across Advisors and Teams
3. Faster, More Confident Client Conversations