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ZAPOLEON WEALTH PARTNERS

Welcome to the Rockefeller Global Family Office

At Zapoleon Wealth Partners, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.

Located in Boca Raton, FL, Zapoleon Wealth Partners provides wealth management and advisory services to clients as trusted fiduciary advisors.

Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

ZAPOLEON WEALTH PARTNERS

(561) 617-8840

One Town Center Road
Suite 500
Boca Raton, FL 33486
“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”

Gregory J. Fleming, President and CEO 

At Zapoleon Wealth Partners, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

SAMANTHA ZAPOLEON

Private Advisor, Managing Director
SZapoleon@rockco.com
(561) 617-8840

JEFFREY ZAPOLEON

Private Advisor, Senior Vice President
JZapoleon@rockco.com
(561) 617-8842

ELIZABETH TREMAGLIO

Client Associate
ETremaglio@rockco.com
(561) 617-8841

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

Our Ideas
Respect the Lags
Respect the Lags
The business cycle has not short-circuited
The Regulatory Golden Rule
The Regulatory Golden Rule
Whoever has the gold makes the rules
Unnecessary Brinkmanship
Unnecessary Brinkmanship
Political theatrics over a still unsustainable fiscal trajectory
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SAMANTHA ZAPOLEON

SAMANTHA ZAPOLEON

Private Advisor, Managing Director 

 

Samantha is a Private Advisor, Managing Director at Rockefeller Capital Management. Prior to joining Rockefeller, Samantha was a Financial Advisor with Wells Fargo Advisors. In addition to her experience at Wells Fargo, Samantha’s financial services career has also included roles with Morgan Stanley and Citigroup, serving clients as a financial advisor for over two decades. Samantha specializes in a wide range of services, from helping select individual investments to developing a retirement plan, she helps make informed investment decisions based on her client’s specific needs. 

Samantha was recognized by the MS Society as a 2023 Hope Award Honoree. Samantha and her family have a long history working with and supporting the MS Society. Ever since her mother was diagnosed with MS, Samantha has dedicated her life to helping her mother overcome the challenges of living with MS.

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ELIZABETH TREMAGLIO

ELIZABETH TREMAGLIO

Senior Client Advisor

 

Elizabeth Tremaglio is a Sr Client Advisor at Rockefeller Capital Management. Elizabeth is a 25-year industry veteran whose career has included experience with Wells Fargo, Morgan Stanley and Citigroup. She is fully licensed and holds the Series 7 and 66 Finra Registrations.

Elizabeth earned a BBA in Business Administration from Western Connecticut University.

 

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JEFFREY ZAPOLEON

JEFFREY ZAPOLEON

Private Advisor, Senior Vice President

 

Jeffrey is a Senior Vice President, Private Advisor at Rockefeller Capital Management. Prior to joining Rockefeller, Jeffrey was a Financial Advisor with Wells Fargo Advisors. In addition to his experience at Wells Fargo, Jeffrey’s Financial Services career has also included roles with Morgan Stanley, Citigroup and Drexel Burnham, serving clients as a financial advisor for 40 years. Jeffrey specializes in a wide range of services, from helping select individual investments to developing a retirement plan, he helps make informed investment decisions based on his client’s specific needs.

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