Where Tax-Intelligent Planning Opens Doors to Your Financial Opportunities
With a legacy spanning more than four decades, our family-owned business stands as a testament to our unwavering commitment to your family's financial well-being.
Since 1982, we have taken pride in being a trusted partner in your journey toward financial success. Our roots run deep, and our dedication to helping you plan for the future is at the heart of everything we do.
As a family ourselves, we understand the importance of securing your loved ones' financial stability. From generation to generation, we've been by your side, offering personalized guidance and expertise to help ensure that your family's financial dreams not only endure but flourish. Trust in us as your financial ally because, at our core, we believe in the lasting power of family and the prosperity that comes with thoughtful, holistic wealth management planning.
Our Services
At Zappitelli Wealth Advisors, our mission is to provide comprehensive wealth management services and to help simplify complex financial affairs. Our job is to guide our clients so they can achieve their goals in life.
Investment
Management
Elevate Your Wealth
Our specialty is helping families implement wealth management strategies to pursue the outcomes that matter to them. We offer a wide range of investment services and retirement solutions including stocks, mutual funds, exchange traded funds, equity options, fixed-income securities, and alternative investments.
Individual
Wealth
Management
Protect Your Family’s Financial Future
We consider it an honor and privilege to work with our clients through all the stages of their life and serve as their trusted advisor and single source for their financial management needs. We can help you plan for retirement, maximize your savings, and help protect your family’s financial future.
Business
Wealth
Management
Grow Your Business
We are a business you can trust with your business. Whether it’s managing cash flow, establishing tax planning strategies, or setting up retirement plans, we have the experience to help protect your business and manage its assets.
Taxes
Get Expert Tax Advice
We began as a tax and accounting firm and have helped people navigate the complex tax world for more than 40 years. Let us conduct your tax-intelligent planning to help open doors to even more financial opportunities.
Who We Are
Planning for Your Family Makes You Part of Ours
Yes, we are family, and we feel that the family-centric approach we take for our clients sets us apart from other financial advisors. We feel a commitment to one another and to our community. One strategy doesn’t fit everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We would love to set up an appointment and learn how we can best help you and your financial future.
Carole Zappitelli
Office Manager
John M. Zappitelli, CPA, Partner
CPA, Partner
Renee Zappitelli, CPB, Corporate Controller
CPB, Corporate Controller
What Our Clients Say
Relatable Financial Advice
“Zappitelli Wealth Advisors can explain things to me in a way that makes sense. They have tons of patience, and they don’t hide anything from me. I ask lots of questions, and they are so helpful to me.”
Constant Support
“When one person is not available, they’ll always have someone available to take care of me. I call them, and they immediately answer. They are extremely responsive.”
Personal Service
“The last place that handled my finances talked down to me because I was a woman. The team at Zappitelli Wealth Advisors will sit down and explain everything to me. When my husband passed, they helped me so much. I have nothing but positive things to say about them.”
Sound Business Advice
“As a small business owner, Zappitelli Financial Services got me started on the right foot with sound business advice that has saved my company money. They handle my paperwork, which allows me to focus on what I do best.”
Unmatched Expertise
“I’ve been with Zappitelli Wealth Advisors for 20 years. Their expertise in all aspects of business has proven invaluable to me. There hasn’t been a tax situation they haven’t handled to my complete satisfaction.”
Come and See Us Today!
With 11 offices and counting, we love nothing more than to serve our community of Northeast Ohio.