Joe Battaglini is the President of Battaglini & Company, founded in 1989 to provide comprehensive wealth advisory and tax services to high net worth individuals and their businesses. Prior to that time, Joe was a partner in a regional accounting firm where he serviced numerous small businesses in growing their wealth. Joe has extensive experience in all areas of taxation - including individual, estate & gift, corporate & partnership. In addition, he is the trusted business advisor to many high net worth individuals, entrepreneurs, and senior corporate executives.
Joe focuses on helping businesses and individuals accomplish four cornerstones: creating, accumulating, protecting and eventually transferring their wealth. He truly believes in providing his clients with comprehensive wealth management services, looking at the whole picture (tax, investments, retirement, insurance, etc.), and he understands that being a financial advisor is more than just a business relationship. He knows it is essentially a partnership, so he takes the time to really get to know his clients and many almost feel that they are his only client. He has a true devotion to his work and always keeps his clients' best interests as his number one priority. He is also highly involved in his community and spends much of his time in service to faith and charity groups.
Joe, Certified Public Accountant and Certified Financial Planner, holds a Masters Degree in Taxation from Drexel University, and an undergraduate degree from St. Joseph's University. In addition to his professional accomplishments, Joe serves on many non-profit boards and donates his time to youth endeavors. In his free time, Joe enjoys golf, collecting wine, bonding with friends and family and enjoying the many facets of Italian culture.