Our Approach

Our Mission...: Is to assist and empower you in pursuit of financial success - to make your money work. To preserve capital and make it grow. We will work hard to help you achieve your financial goals.
Commitment…: We are a boutique firm that offers extremely personalized service to its clients. We know who you are; you are never a number. We give you our personal commitment that you, like all of our clients, remain important to us. Once a financial plan has been completed and presented, we monitor your financial progress and keep you abreast of any changes that could impact the attainment of your goals.
Always available…: We are available to you at your convenience, including evenings and weekends by appointment, in our office, at your home or workplace.
Full-service…: In addition to the financial planning and investment services that Scipione Wealth Advisors offers, Louis Scipione is a CPA who prepares tax returns and provides tax planning services for our clients. This enables our firm to monitor your tax planning throughout the year without an outside accounting service. This added-value feature is unique among planning firms.
Flexibility…: Our product resources are unlimited and therefore enable us the flexibility to recommend the investment that is best for you; we do not offer proprietary products as do many planning and investment firms. We customize your investment selection to meet your requirements.
Credentials & Experience…: Louis Scipione has been a Certified Financial Planner® since 1988 and a Certified Public Accountant since 1982 and has experience in all aspects of the industry. Scipione Wealth Advisors, Inc. (formerly Scipione Capital Management, Inc.) was established in 1997. During the prior 12 years Mr. Scipione gained experience with several area independent financial planning firms.
Proven Process…: We use the following tried and true process for helping you achieve your financial goals:
1. Assess current situation
2. Set financial objectives and priorities
3. Determine the appropriate course to achieve objectives
4. Review recommendations and determine appropriate action
5. Implement decisions
6. Report and monitor progress