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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. 


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.

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 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.

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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.

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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.

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Who We Are

Planning for Your Family Makes You Part of Ours

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.

Annie Baumberger, EA

Registered Representative / Enrolled Agent

Bonnie Hall

Administrative Assistant

Carole Zappitelli

Office Manager

Josephine Burch

Financial Services Coordinator, Senior Tax Accountant

Karen Sulecki

Office Manager/ Senior Tax Preparer

Laura Zubkousky

Senior Accountant / Corporate Tax Specialist

Mark Baniewicz, CFP®

Financial Advisor, Tax Manager

Nikki Duvnjak

Senior Accountant / Corporate Tax Specialist

What Our Clients Say

Come and See Us Today!

With 11 offices and counting, we love nothing more than to serve our community of Northeast Ohio.

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