Anthony Zitella is a CFP® and co-founder of Core Capital Wealth Management. He works closely with high-net-worth families, executives, and business owners to help simplify complex financial situations and turn them into clear, actionable strategies. His focus is on helping clients grow and protect their wealth while aligning it with their values and long-term vision.
With more than 21 years of experience navigating investments, tax strategies, and estate planning, Anthony has built his practice around three priorities:
- Clarity – breaking down financial complexity into straightforward solutions.
- Opportunity – leveraging both traditional and alternative investments, including private markets, to expand client options
- Legacy – ensuring wealth is transferred efficiently and meaningfully across generations.
What drives Anthony most is purpose. He takes the time to listen before advising, measuring success not just by portfolio performance, but by how well a plan reflects each client’s objectives – whether navigating a liquidity event, optimizing retirement lifestyle, or creating a lasting legacy. His role is to provide guidance and confidence so clients can make smart decisions at every stage of their financial journey.
