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Helping hard-working people become affluent, affluent people wealthy, and wealthy people philanthropic

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

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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, we assist corporations, family Businesses and entrepreneurs.

*The Zeplowitz Group does not provided tax or legal advice.

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your family

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For your business
and executives

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For your community and causes you care about

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Bala Cynwyd Office

1 Belmont Avenue, Suite 1100
Bala Cynwyd, PA 19004

(610) 660-4463

8:00 AM - 5:00 PM

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.