A.J. Volpe has worked within the wealth planning arena for more than ten years, with an emphasis on tax planning. He specializes in preparing business owners for large transactions, such as selling a business or merging with an existing business. He guides these complex processes so they’re efficient and transparent.

A.J. invests time with his clients to discover what motivates them. He understands that every financial situation is unique and seeks the best possible outcome, whether it is ensuring the next generation’s tuition costs are met, fulfilling bucket-list travel, or charitable gift planning. A.J. works closely with his clients to develop their best workable financial plan.

A.J. has a B.B.A. in Entrepreneurship from the University of Dayton and a Master of Accountancy from Cleveland State University. He’s active with the Junior Achievement Board of Greater Cleveland, an organization that promotes financial literacy for primary and secondary school students.

A.J. lives with his wife, Elizabeth, and their three children. He enjoys following Cleveland Sports and participating in Martial Arts. He’s also a car enthusiast.