Levanti Wealth

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Levanti Wealth Formerly The Eppy Group

AI isn’t replacing financial advisors. But I do think it’s changing what clients should expect from us.Information used ...
10/13/2026

AI isn’t replacing financial advisors. But I do think it’s changing what clients should expect from us.

Information used to be part of the value. Today, anyone can ask AI a financial question and get a detailed answer in seconds.

So the advisor’s role has to go further.

Is that answer actually correct? Does it apply to your situation? What might it be missing? And, most importantly, what should you actually do with it?

That’s where I think the value of advice is heading.

Technology can give you information. It can help advisors work faster and more efficiently. But it doesn’t know your family, your business, your history, your priorities, or how you tend to make decisions when life gets complicated.

My hope is that AI makes advisors more human, not less, spending less time gathering information and more time understanding the person sitting across the table.

AI may make information cheaper, but it doesn’t eliminate the need for advice.

It raises the bar for what good advice really looks like.

10/05/2026

Debt can be a powerful financial tool, but only if you understand exactly how it’s structured.

One mistake I see often is people getting comfortable making the minimum or interest-only payment on a debt.

The payment may feel manageable, but if you’re only covering the interest, your principal balance isn’t actually going down.

That’s especially important with things like home equity lines of credit. You may be making that monthly payment consistently, but you’re not necessarily reducing what you owe or building additional equity.

Over time, debt like this can quietly become a much bigger burden, especially if your cash flow changes.

My advice to clients is always to understand where your payment is actually going and, when possible, have a plan for paying down the principal.

Debt can work for you. Just make sure it doesn’t slowly start working against you.

09/28/2026

Before you drop $200K renovating a house you’re about to sell…make sure the next buyer actually wants the renovation. 👀

It sounds obvious, but homeowners can easily spend months managing contractors and making upgrades only to get roughly what they spent back in the sale.

That’s why Sam’s advice is simple: bring a good real estate advisor into the conversation before you renovate.

The question isn’t just, “Will this increase the value?”

It’s: “Will the potential return actually justify the money, time, and stress?”

Sometimes good financial planning is just as much about knowing when not to spend.

You can make good money and still wonder, “Where is it all going?”The mortgage. Childcare. Vacations. College. Retiremen...
09/22/2026

You can make good money and still wonder, “Where is it all going?”

The mortgage. Childcare. Vacations. College. Retirement. Everyday spending. The lifestyle you worked hard to build.

None of those goals are necessarily the problem. The challenge is that they are all competing for the same paycheck.

That is where financial planning becomes less about restricting your spending and more about creating priorities.

What matters most right now?
What needs to happen later?
What can you comfortably spend today?
What are you actually working toward?

A good income gives you options. A good plan helps you decide what to do with them.

Making more money does not automatically mean building more wealth.As income grows, the financial decisions around it te...
09/17/2026

Making more money does not automatically mean building more wealth.

As income grows, the financial decisions around it tend to get more important. Retirement plan design, the timing of income and deductions, investment decisions, charitable giving, and tax strategy can all start affecting one another.

That is why we believe tax planning should be an ongoing conversation, not something that only comes up when it is time to file.

The goal is not simply to minimize taxes this year. It is to make thoughtful decisions that fit your entire financial picture.

More income creates more opportunity. Good planning helps you make the most of it.

Family business has a slightly different meaning when your coworker has known you your entire life. 🍣At Levanti Wealth, ...
09/15/2026

Family business has a slightly different meaning when your coworker has known you your entire life. 🍣

At Levanti Wealth, relationships are a big part of what we do, and for Sam and Craig, that starts with family.

Being brothers and working together means plenty of shared history, plenty of opinions, and probably a few conversations that started long before either of them walked into the office.

Good food, good company, and a reminder that behind Levanti are real people and real relationships.

And apparently, a serious commitment to sushi.

09/10/2026

The tricky thing about financial mistakes? Most of them don’t actually feel like mistakes while you’re making them.

Lifestyle creep feels like enjoying the success you worked for.

Waiting on tax planning feels like something you’ll handle when tax season gets closer.

Keeping a bunch of cash sitting around feels safe.

Putting every extra dollar back into your business feels like betting on yourself.

And telling yourself, “I’ll get serious about this later” feels reasonable when life and business are already keeping you busy.

That’s why these habits are so easy to fall into.

The goal isn’t to never enjoy your money, keep every dollar invested, or stop investing in your business. It’s to make sure those decisions are intentional—and that they’re working together instead of competing with each other.

Because making more money doesn’t automatically mean you’re building more wealth.

Sometimes the biggest difference isn’t earning another dollar. It’s having a plan for the dollars you’re already earning.

Which one of these 5 do you think is the easiest to fall into?

A quick 24 hours in New York, but a memorable one.Sam recently had the opportunity to attend the U.S. Open alongside mem...
09/08/2026

A quick 24 hours in New York, but a memorable one.

Sam recently had the opportunity to attend the U.S. Open alongside members of the MassMutual Advisor Association leadership.

Beyond getting to experience one of the best sporting events in the world, trips like these are a chance to strengthen relationships, exchange ideas, and spend meaningful time with other leaders in the industry.

And getting to see Roger Federer inducted into the International Tennis Hall of Fame made the trip even more memorable. 🎾

We’re big believers that relationships matter, with our clients, within our team, and throughout the professional community around us.

Planning for retirement can already feel like a lot.But when you have a child with special needs who may depend on you f...
09/03/2026

Planning for retirement can already feel like a lot.

But when you have a child with special needs who may depend on you financially well into adulthood, the conversation becomes bigger than your own retirement.

How much will they need?
Who will help provide for them?
How do you prepare for their future without sacrificing your own?

There isn’t one answer that works for every family. But there is value in thinking about these questions early and building a plan that considers both futures.

As we head into Q4, it’s a good time to look beyond year-end and ask: Are we preparing for the years ahead, not just for ourselves, but for the people who depend on us most?

Your retirement matters. So does your child’s future. The plan should account for both.

08/27/2026

Doing well financially doesn’t mean your finances get simpler. Usually, the questions just get more complicated.

Taxes. Retirement. Cash. Investing. Insurance. Estate planning. Paying off debt.

The key isn’t making each decision on its own. It’s making sure all of those decisions work together.

That’s what financial planning is really about.

Address

197 Federal Highway #200
Boca Raton, FL
33432

Opening Hours

Monday 7:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 7:30am - 5:30pm
Thursday 7:30am - 5:30pm
Friday 7:30am - 5:30pm

Telephone

+19542717888

Website

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