Joe Campedelli is a Wealth Advisor at Sapers & Wallack, where he works closely with individuals, families, and business owners to develop personalized strategies that align wealth with each client’s goals and values. Joe specializes in investment management, retirement planning, and wealth transfer strategies, often coordinating with clients’ CPAs, estate attorneys, and other trusted advisors to ensure a cohesive and comprehensive financial plan.

Before joining Sapers & Wallack, Joe received his Bachelor of Arts in Economics from Boston College and attended Università Bocconi in Milan, Italy with a focus on international markets.

Joe is known for his client-first approach, his strong technical knowledge, and providing tailored financial strategies to help clients achieve their unique goals. Whether it is helping build a financial foundation or guiding a family through intergenerational wealth transfer, Joe is passionate about helping clients build confidence and achieve financial peace of mind.

Outside the office, he enjoys spending time outdoors with friends and his family. An avid saltwater fisherman, he also enjoys hiking, golf, and hockey when he’s not on the water.