Independent wealth
management...

Technically
sophisticated...

with the
"personal touch".

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


Investments

Analyze your current portfolio to ensure that the mix of asset classes is consistent with your financial objectives…
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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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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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How We Can Help


Baby Boomer

Young Family

Millennial

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