Welcome to
Scipione Wealth Advisors
We are an independent boutique wealth advisor firm supported by an extensive network of disciplined investment & financial institutions. Our comfortable size allows us to provide personal attention & develop real relationships with all of our clients.
Our Services
Protection
Identify your “protection” needs then provide customized insurance products for life, disability as well as fixed and variable annuities…
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Tax
Provide professional income tax planning as part of our financial planning services and prepare income tax returns for individual clients...
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Education
Identify practical measures to fund the single most rewarding investment you can ever make, whether for your own child, grandchild, niece or nephew, or yourself…
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Estate
Having determined the ownership of all assets & liabilities and listening to your wishes on how you would like to see your assets pass to beneficiaries…
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Invest Responsibly
This investment approach focuses on sustainable, socially conscious, "green" or ethical investing. It seeks to balance both financial return & social good.
Let's discuss investment options that meet your guidelines in this important area.
Environment
Human Rights
Diversity
Morality
