9946 Johnnycake Ridge Rd,
Welcome to Zappitelli Wealth Advisors, your go-to financial firm specializing in tax planning and preparation, and comprehensive financial planning and wealth management. 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.
In 1982, John and Bob Zappitelli started a simple tax practice that has grown and evolved into what Zappitelli Wealth Advisors is today. As they encountered clients needing more than tax preparation in those early years, the Zappitelli brothers saw the need for offering holistic wealth management services and joined Avantax Wealth Management just a few years after opening the tax practice.
Bob, John and their wives continued to help grow the firm over the years. And eventually when their children and family members graduated from college, the next generation of Zappitellis began to join the firm—Josephine in 2008, Annie and Jeff in 2009, Diana in 2011, Bobby and Rob in 2015, and Mark in 2018.
Having celebrated 40 years in business in 2021, Zappitelli Wealth Advisors is a dedicated team of tax and financial professionals—planners, advisors, and accountants—committed to your overall success and well-being. We treat our clients as family because planning for your family makes you part of ours. We love to help 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 you design and implement your life’s plan.
Let's embark on this journey together—your financial future starts now.