Broker Check

Why We Do What We Do

For over 35 years Lee Zeplowitz has focused on helping hard working people become affluent, affluent people wealthy and wealthy people philanthropic. He guides high net worth individuals, closely held business owners, their advisors and charities in developing optimal financial strategies. Lee emphasizes minimizing income, gift and estate taxes, providing adequate capital for future generations and planning for and funding charitable gifts. His approach revolves around a unique strategy of utilizing tax efficient and economically leveraged tools and techniques. A skilled communicator, he takes the complex and makes it simple.

Lee has appeared on CNN where he was interviewed about the “Loss of a Loved One: What Widowers and Widows Need to Know About Financial Planning.” He has presented to multi-national corporations, family business symposiums as well as to major legal and accounting firms.

Topics included “Cutting Edge Techniques in Charitable & Foundation Planning” and “Trends & Opportunities in Non-Qualified Retirement Plan Design.” Lee is also an accomplished “Life Coaching” speaker and has been named a Five Star Wealth Manager for 10 years in a row.

Memberships past and present include:

  • VFW Post 6956 Gladwyne, PA - Member
  • National Eagle Scout Association-Life Member
  • Planned Giving Council of Greater Philadelphia
  • National Tay Sachs Organization - Past VP Finance
  • Temple University - Planned Giving Advisory Group
  • Children’s Hospital of Philadelphia - Legacy Advisors Group
  • Philadelphia Orchestra - Planned Giving Advisory Committee
  • Philadelphia Estate Planning Council - Past Board of Directors
  • Ben-Gurion University of the Negev - Past Chairman Planned Giving
  • International Association of Advisors in Philanthropy - Charter Member
  • American Technion Society/Israel Institute of Technology - Past President
  • Boy Scouts of America, Assistant Scoutmaster and a James E. West Fellow

A graduate of the State University of New York and Temple University, Lee worked for many years as a CPA, specializing in individual and intergenerational tax planning. A Certified Financial Planner (CFP), he is completing the Chartered Advisor in Philanthropy (CAP) designation at the American College.

Originally from Niagara Falls, Lee has called Pennsylvania home since 1980. He has been married to his wife Karen since 1982 after meeting her in Israel. They have two grown children Julie and Danny, and 2 fabulous grandchildren Aiden and Emma. He enjoys kayaking, hiking, mountain biking, backcountry cross-country skiing and Tai Chi.

Lee is Founder / CEO of The Zeplowitz Group, a client centered holistic wealth-coaching firm, uniquely staffed with teams of seasoned professionals focused on their specific areas of expertise.