Helping Hard-working people become Affluent, Affluent people Wealthy and Wealthy people Philanthropic

For over 30 years, we have shared our knowledge of accumulating and preserving wealth from generation to generation.

 

The Zeplowitz Group's innovative entrepreneurial structure of teams of professionals help our clients, their advisors and charities to develop financial strategies that help to minimize income and estate taxes*, provide adequate capital for future generations and plan for and fund charitable gifts.

 

We assist Corporations, Family Businesses and Entrepreneurs in:

  • Succession Planning
  • Group Benefits including Leveraged Health Plans
  • Co-Fiduciary 401(k) plan analysis and management
  • Executive/Owner Non-Qualified Compensation Plan Design and Funding

Allow our team to help you, your business, community and your future generations.

 

*AXA Advisors and its affiliates and associates do not provide legal, tax or accounting advice or services.  You should consult your own legal and tax advisors regarding your particular circumstances.