We specialize in financial planning for high-net-worth individuals who want to preserve what they’ve built, enjoy life on their terms, and leave a lasting legacy. Scepanovic & Associates Private Wealth Management was founded on the belief that clients deserve more than cookie-cutter portfolios or one-size-fits-all strategies. They deserve conversations grounded in empathy, clarity, and deep expertise. With more than six decades of combined experience, we serve a wide range of clients who share one thing in common: a desire for trusted, long-term guidance without sales pressure or hidden agendas.
Financial planning for pre-retirees and retirees
Our retirement clients want peace of mind. They turn to us for living, adaptable retirement strategies that provide dependable income and clarity around estate planning, taxes, and wealth transfer. We help them transition from accumulation to decumulation without fear. Whether you’re five years from retirement or already enjoying it, our planning helps you feel secure—so you can focus on living.
Financial planning for business owners and entrepreneurs
Your business is your legacy, but it’s also your greatest financial lever. We help owners align personal and business finances, minimize taxes, manage risk, and plan for a future exit or succession. From incorporation strategies to tax-efficient compensation and retirement planning, we ensure the enterprise you’ve built continues to serve your wealth goals long after you've stepped back.
Financial planning for executives and senior professionals
Your compensation packages include more than a salary—pensions, stock options, and performance bonuses require strategic planning. We help executives manage cash flow, reduce tax exposure, and transition confidently into retirement. Whether you’re in a high-income growth phase or beginning to explore early retirement, we build financial clarity into every step.
Financial planning for women
From business leaders to first-time wealth managers, we help women gain financial independence and clarity. Our planning reflects your lifestyle, goals, and comfort with decision-making. We create supportive environments where women can ask questions, build knowledge, and move forward with confidence.
Financial planning for multi-generational families
Family wealth brings opportunity—and complexity. We help families manage assets across generations, facilitate legacy planning, and prepare younger generations to inherit responsibly. Our long-standing relationships with clients mean we’ve often worked with three generations of the same family. The goal? Continuity, clarity, and confidence in every financial decision.