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

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For over 35 years, we have shared our knowledge of accumulating and preserving wealth from generation to generation.

The Zeplowitz Group's Holistic Wealth Coaching approach coupled with an innovative entrepreneurial structure of teams of professionals help our clients, their advisors and charities to develop financial strategies. These strategies help to minimize income, estate and gift taxes*, provide adequate capital for future generations and plan for and fund charitable gifts.

In addition to the personal planning above, 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.


*The Zeplowitz Group does not provided tax nor legal advice.