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How does the advisor help clients – Key Takeaways:
Scipione Wealth Advisors, Inc. is a firm of highly experienced financial experts. They provide a range of services to assist clients in building, maintaining and protecting their wealth. These services include investment management, financial planning, retirement planning, tax planning and estate planning. The advisor takes a personalized approach to each client, tailoring their services to the specific needs and goals of the individual. They strive to build long-term relationships with their clients based on trust and effective communication.
Facts and Insights
Scipione Wealth Advisors, Inc. was founded in 2001 by financial expert, Joseph Scipione. With over 30 years of experience in the industry, Scipione has built a team of advisors who share his commitment to providing exceptional service and advice to clients. The firm is headquartered in Pittsburgh, Pennsylvania and serves clients all over the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assests Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 7 | 20 years |
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
Client Types
Scipione Wealth Advisors, Inc. works with a diverse range of clients, including high-net-worth individuals, families, and business owners. They also provide services to retirement plans and non-profit organizations. The firm takes a customized approach to each client, ensuring that their unique needs and goals are fully understood and met.
Fees & Compensation
The firm charges a fee based on a percentage of the client’s assets under management. This ensures that the advisor’s interests are aligned with their clients’ interests. They do not receive any commissions for recommending specific products or services, promoting independence and objectivity in their advice.
Background
Joseph Scipione, the founder of Scipione Wealth Advisors, Inc., has over 30 years of experience in the financial industry. He holds a Bachelor’s degree in Accounting from Duquesne University and is a Certified Public Accountant (CPA). His team of advisors also possess a diverse range of financial qualifications and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
Scipione Wealth Advisors, Inc. operates with the highest level of integrity and transparency. As such, they have no disclosures to report on their record. They prioritize the best interests of their clients and are committed to upholding ethical and professional standards in all aspects of their business.