The Eppy Group, known as Levanti Wealth, is committed to helping clients succeed financially in the short-term and long-term. Their team of professionals, with over 100 years of combined experience in the financial services industry, works closely with individuals, businesses, and professionals in various fields to provide comprehensive financial planning and investment advisory services. For individual clients, Levanti Wealth offers personalized financial planning services, including risk management and investment advisory services.

They understand that each client's financial situation is unique, and they are dedicated to finding clear and practical solutions tailored to their needs. Levanti Wealth also specializes in assisting families with special needs individuals, providing guidance and planning for their financial future. For corporate clients, Levanti Wealth helps navigate the complex marketplace of corporate benefits and risk management, helping businesses retain employees and maximize earnings.

Additionally, Levanti Wealth offers specialized services for medical professionals and legal professionals, providing resources, expertise, and tailored solutions to address their specific financial needs. At Levanti Wealth, their four-step process involves listening to clients' goals, strategizing with them, implementing personalized strategies, and continuously monitoring their progress through periodic reviews. Contact Levanti Wealth today to improve your short-term and long-term financial success