Broker Check

About Us

Mission Statement

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.


Our Primary Purpose

Our mission is to provide comprehensive wealth management services and simplify the complex financial affairs to set our clients up to achieve their goals in life.

Zappitelli Financial Services is a private financial services firm that specializes in providing comprehensive financial planning and wealth management services to successful individuals, families and business owners. We understand your many financial needs and utilize timely appropriate wealth management strategies to achieve both short and long-term goals.

When you choose to work with Zappitelli Financial Services you are choosing to work, not with an individual advisor or a group of advisors, but with a team of professionals: planners, advisors and client assistants, who care absolutely about you and your success.

We do not work with customers or clients, we help people. People who trust us with the hopes and dreams for their future, and the futures of those they care for most. We work to help them design and implement their life’s plan.

You have achieved an admirable level of financial success in your life. Now, you need a financial partner to lead you through your financial journey and help you utilize your wealth to live a fuller and richer life. Let’s get started today.

Why Wealth Management

Spend your time living your best life and utilizing your wealth, not managing it. Like most successful people, you’ve made smart decisions to get where you are today. Financial success has brought you many things, including the responsibility to manage it. Families turn to Wealth Advisors because of our extensive experience, depth of understanding when working with all levels of clients, and our dedication to serve you for decades. 

Client Centered

We serve as Your Single Source and address any financial questions you might have. Our knowledge can help you answer questions like:

  • How much do I have to save for retirement to afford the lifestyle I enjoy?
  • How do I preserve capital?
  • How can I leave a legacy for my family?
  • What would happen if I were to become sick or disabled and couldn’t work? Would my family be taken care of?
  • What is the best way to teach my children or grandchildren to preserve wealth?
  • How much can I give back to the charity I love?
  • What should I do with my business when I want to retire?
  • What business insurance needs do I have?
  • How can I minimize my business taxes?

Our mission is to provide you with a single resource for all of your wealth planning needs. Let us help you organize your financial life so you can focus on your biggest priorities and get the most out of life.

Your Dreams, Your Legacy, Your Plan.

When you choose to work with Zappitelli Financial Services, you are choosing to work, not with an individual advisor or a group of advisors, but with a team of professionals: planners, advisors and client assistants, who care absolutely about you and your success. We do not work with customers or clients, we help people. People who trust us with the hopes and dreams for their future, and the futures of those they care for most. We work to help them design and implement their life’s plan.

Investment Philosophy

As founding members of an independent advisory services firm it is our pursuit to change the way people think about investing.

We believe that markets are efficient – They work. We understand that historically, and over the long-term, equities tend to outperform fixed income, small companies tend to outperform large companies, and value companies tend to outperform growth companies.

What this means to our clients is we focus on the factors that we can control:

  • A disciplined approach using diversified asset allocation strategies with low expenses, aimed at reducing taxes.
  • Faith that capital markets are efficient and the great companies around the world will continue to grow and expand.
  • Patience to tune out the daily economic and financial media and stay the course.

The real advantage comes in the certainty that you are getting your fair share of the market return, both positive and negative, based on the risk you are willing to bear.

Have a Question?

Thank you!
Oops!