9946 Johnnycake Ridge Rd,
At Zappitelli Wealth Advisors, we collaborate with a diverse network of partners to guarantee top-notch account security, advanced technology solutions, and an extensive array of products to implement your financial plan. It's important for us that you have a clear understanding of these partnerships, as you may come across their names on various documents from time to time.
To support our financial planning services, we partner with Avantax, a financial services firm that specializes in tax-intelligent investing. They provide additional technology, research, and wealth management insights to complement our expertise and help us identify opportunities to pursue your financial goals.