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Investment Management

Investment management strategies to help you align your investments with your goals and values

We approach each client’s investment needs differently and incorporate their goals and values into all aspects of their financial plan. This often includes a mix of traditional asset allocation, tactical asset allocation, active management, and passive management. We also address your behavioral biases and help insulate you from the highs and lows of the market.

Because we are independent and not tied to a specific broker/dealer, we have the freedom to choose the right products that meet and exceed your needs. We offer a wide range of investment services and retirement solutions and select the most optimal mix of investment options including stocks, mutual funds, exchange traded funds, equity options, fixed-income securities and alternative investments.

Zappitelli Financial Services has established strong business relationships with leaders in the industry and carefully construct portfolios based on each client’s goals and risk tolerance. Then, we conduct an evaluation each quarter and rebalance as needed. We serve as your financial partner, guiding you along the way as your financial needs grow and change. Let us help you build an investment strategy that enables you to feel secure knowing your assets are well managed and in good hands.

Individual Wealth Management

Explore better strategies and solutions for more efficient wealth outcomes

Our specialty is helping all families’ better implement wealth management strategies to pursue the outcomes that matter to them. We have worked with all types of clients for decades and understand the complexities of their financial lives. Our personal wealth management strategies cover all aspects of your personal financial matters and can help you:

  • Organize your wealth
  • Lessen the burdens of wealth
  • Create purpose for your wealth
  • Focus on your family’s goals and values
  • Create a legacy for your family
  • Lower your tax obligations
  • Ensure you have the insurance coverage you need
  • Invest wisely

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 all their financial management needs.

Business Wealth Management

Zappitelli Financial Services is equipped to handle the full array of financial planning and wealth management needs for businesses. Whether it’s managing cash flow, establishing the most optimal tax planning strategies, or setting up tax-effective retirement plans for you and your employees, we have the experience to help protect and grow your business and manage its assets.

We work with self-employed independent business professionals, family businesses, married business partners, and professionals with a side income including attorneys, consultants, medical professionals, entrepreneurs, athletes and many more. Our retirement services include evaluating, designing and administering the most optimal tax-qualified retirement plans available, including IRAs, SIMPLE Plans, Profit Sharing Plans, 401(k) plans, and Defined Benefits plans.

In addition, we specialize in helping business owners utilize and leverage their businesses to achieve personal financial goals, and make sure your professional and personal goals are aligned. As your business grows, it requires more resources and planning. Wealth Advisors acts as your trusted partner to help with each step along the way.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  440-668-0833