LEVANTI WEALTH - Key Persons
Job Titles:
- Executive Assistant to Sam Eppy, Craig Eppy, & Gary Ciampitti
Job Titles:
- Partner
- Founder & Insurance and Investment Advisor
Craig Eppy is a graduate of the University of Central Florida with an academic background in business and finance. He is son to the president of The Eppy Group, now known as Levanti Wealth and joined the family firm in 2012. Craig loves to help people by building happy financial futures. His approach involves asking a lot of questions and really trying to understand how his clients think. This is something that Craig finds important to make sure clients get solutions that assist them in accomplishing their goals. He is a Registered Representative with his series 6, 65, and 215 licenses, allowing him to provide financial planning, as well as a variety of insurance and investment products. Craig believes in using Insurance for protection and wealth building in addition, to creating overall comprehensive plans for his clients. He is dedicated towards working with families, professionals, businesses, and the special needs community. He has a distinct ability in taking the sometimes uncomfortable and often difficult conversation of finance, and turning it into a relatable and obtainable discussion, leaving his clients at ease. He is adept in budgeting and cash flow techniques with the intent to help stabilize and increase savings.
In the area of special needs, Craig has excelled in helping families with a loved one with special needs and has a special ability to connect with these families; leading them to proper resources and planning to help secure their future. Craig continues to propel this specialty forward with great enthusiasm. His goal is to make sure every family he meets has a comprehensive plan that allows them to know that all aspects of their concerns are met, and they can sleep soundly knowing their loved one will always be taken care of.
Craig engages actively with his community and holds various positions.
Job Titles:
- Founder & Insurance and Investment Advisor
Gary Ciampitti attended the University of Central Florida where he earned his bachelor's degree in finance. Gary began his career as a stockbroker during the recession and quickly learned the vast difference in results clients received from financial professionals depending upon their duties to their clients.
A few years later, Gary made the transition to planner as his role for his clients became clear. As more and more doctors started to become clients, he decided to focus his practice towards medical practitioners. Gary accelerated his focus and passion for serving the medical community as he continued to spend time with residents, fellows, and those out in practice who shared many of the same concerns. He believes a strong plan must contain a foundation of tax efficiency, asset protection, and defensive products. Today, Gary spends most of his days on various hospital campuses around Florida meeting with residents, fellows, practitioners, and speaking to various programs.
Gary is a long-time resident of South Florida, having lived in several parts of the state, and now back in his hometown of Miami. When he's not entrenched in work, Gary can be found enjoying Miami's ocean and marine life with his family.
Job Titles:
- Director of Investments for Joe Eppy
Joe Eppy, a native of Ohio, graduate of The Ohio State University and avid Ohio sports fan, is the founder, president and Chief Visionary Officer of The Eppy Group. To know Joe, is to know his passion! You can tell in an instant that he truly loves what he does; for him it's a blurred line between work and play. With an academic background in accounting, Joe has been in the financial services industry in the South Florida region since 1993. Since then, Joe has grown The Eppy Group, now known as Levanti Wealth, into one of the premier financial firms in the area. Joe is privileged and honored to have his wife as his business partner and both his sons in the practice, propelling the firm into the next generation. He believes that change is a constant and keeps his eye on the ever-changing economic and product environment.
Joe's approach to financial planning revolves fundamentally around education; preferring that his clients have the knowledge to make well informed decisions. He believes that growing wealth must be accompanied by a strong defensive plan; a most important and often overlooked facet of planning. He focuses on the most tax efficient use of wealth at retirement, while preserving the legacy. Joe would be considered a reallocation specialist, helping his clients determine the most effective placement of their money. His strongest skill set lies in helping people keep the money they make. Joe knows that trust is essential in making any relationship work and strives to create, maintain and enhance his relationships through his commitment to act ethically and with integrity, inclusion and diversity.
Joe manages many facets of financial planning such as: retirement maximization, tax minimization, estate analysis and strategy, business, individual, special needs planning, and philanthropic fundraising through charitable trusts. Joe does not lose sight of the simple basics; when the very unfortunate occurs and someone's life is swept away or becomes disabled, the very products he sells are what helps to allow the families to move forward with dignity and security.
Early on in his career, Joe found a place in his heart for helping families who have a child with special needs. Joe's involvement in special needs triggered Massachusetts Mutual Life Insurance Company to seek his assistance in establishing and implementing their own special needs program. He has addressed numerous organizations regarding financial planning for special needs families and is regarded as an industry expert. This passion has evolved into many philanthropic relationships and new initiatives that Joe is currently spearheading. Joe is thrilled and honored that his son Craig has taken a special interest in the special needs community and is now heading up this department of the firm.
Job Titles:
- Client Services Specialist
Job Titles:
- Practice Manager for Joe Eppy & Special Projects
Job Titles:
- Partner
- Founder & Insurance and Investment Advisor
Max A. Adams, Esq., LUTCF, obtained a Bachelor's Degree from New York University and The University of Miami. He attended Law School at the District of Columbia School of Law and University of Richmond. Max is the founder and CEO of The Medi-Law Firm, Medi Billing and Accounting. He has been in the financial/insurance industry since 1995. Max is considered the go-to attorney by over sixty five hundred clients. He has helped build, maintain, and protect the careers of residents, fellows, doctors, dentists, veterinarians, CRNA's and Physician Assistants across the country, some of which have been featured on the cover of Money Magazine, the Wall Street Journal, Worth, The New York Times, the Miami Herald, Florida Medical Business and Medical Economics.
Since founding the MEDISOLUTIONS GROUP, Max Adams professional accomplishments have been very gratifying. Please see below:
1995 - Present: The Law Offices of Max A. Adams, Esq. - Sole Proprietorship
Wrote and published "Financial Fund of Knowledge," an industry leading book on insightful business and financial tips for residents and physicians in the health care industry.
Top ten in Production for Mass Mutual, Guardian, MetLife Insurance and Standard, Principal for Individual Disability and Life Insurance
Million Dollar Round Table (MDRT) Member
Life Underwriters Training Council Fellow (LUTCF) Degree
Member of the Mentorship Program for Connect for Success
Presented at over 600 medical seminars across the U.S.
Member of the Health Care of the Florida Bar
Former Alumni Board Member and Graduate of the Miami Country Day School
Financial Supporter of the University of Miami Hurricane Club
Featured Speaker at multiple medical symposiums throughout the country
Featured author of the Miami Herald "Ask the Experts"
Philanthropic Ventures
Featured Speaker for FMA/FRS Resident Section/American College of Surgeons
Negotiated more than seven thousand employment contracts for residents and fellow doctors
Featured speaker at the 2008 American College of Surgeons Annual Meeting in San Francisco, CA (Largest meeting of surgeons in the USA)
Volunteer Coach for Cooper City Optimist Club Baseball, Soccer, and Basketball
Proud father of 3 amazing children
Founder of "The Resident and Physician of the Year Awards Ceremony"- this event that brings together over 80 healthcare professionals around the state of Florida
Featured speaker for SFVMA, BCVMA, and FKVMA - Continuing Education
Job Titles:
- Practice Manager for Max Adams
Sam Eppy earned his business degree in accounting from the University of Central Florida. He is the oldest son of Joe Eppy, who founded The Eppy Group, now known as Levanti Wealth in 1993. Sam has always brought his knowledge and individual style to the firm. Sam's work has a concentration on the business and legal community, and he works closely with families and their businesses. Sam favors a holistic approach to planning, taking all parts of his client's finances, lifestyle, and goals into consideration. He often describes planning as a 3-legged stool; financial planning, insurance services, and investment management, each representing one leg holding up the stool. Some clients choose to utilize many services while others choose to take advantage of only certain components and that is just fine with Sam. Above all, he wants his clients to feel happy, secure, and well taken care of. Sam educates his clients to help facilitate their ability to make sound decisions. He believes that growing wealth should be accompanied by a defensive plan for preparing to use this wealth at retirement while incurring the least amount of taxes. It is his philosophy to work alongside clients' advisors and to engage in the knowledge of those that can help to enhance and ensure the success of their financial plans.
Sam is part of the firm's management team and is greatly involved in the operations as well as the technology for the firm. He closely watches the industry with regard to technology and implements modifications for the betterment of the practice.
Sam is a very active community leader and a consistent face in the local media.
Job Titles:
- Executive Assistant to Max Adams
Job Titles:
- Client Service Manager & Financial Planning Coordinator