Licensed Partner

Jim Capparelli

Jim is a Wealth & Tax Strategist with over 15 years of experience helping individuals and families simplify their finances, reduce taxes, and build lasting wealth.

He’s served as a CPA, COO, and fractional CFO, built and sold a professional-services firm, and now holds a Series 65 license to provide fully integrated financial and tax guidance. Through a trusted family-office partnership, Jim combines tax strategy, financial education, and wealth planning to help clients align money with long-term goals and impact.

Book a call with Jim

Client Reviewed & Trusted

JCJ Wealth & Tax Advisory LLC is a trade name of Arrowroot Family Office, LLC, an SEC-registered investment adviser. All investment advisory services are provided exclusively through Arrowroot Family Office, LLC. Registration with the SEC does not imply a certain level of skill or training.

Our Difference

CLARITY AT EVERY LEVEL

We bring structure and insight to your financial life—so you always know where you stand and what’s next.

COORDINATED TAX + WEALTH STRATEGY

Your tax plan, investments, and business decisions work together through one integrated process.

BUILT FOR REAL LIFE

Whether you’re growing a business or a family, our approach adapts to your financial complexity and goals.

Simplify your finances. Amplify your freedom.

JCJ Wealth & Tax Advisory delivers integrated planning that connects your taxes, investments, and life strategy—so you can move forward with clarity and confidence.

Book a call with Jim

Client Success

Daniel B.

Client testimonial provided voluntarily and without compensation. Testimonials may not be representative of the experience of all clients. No guarantee of future performance or success is implied.

Jim’s strategic tax planning proved indispensable during the sale of my business. His profound expertise facilitated significant tax minimization and ensured a seamless navigation of a complex process.

Jason U.

Client testimonial provided voluntarily and without compensation. Testimonials may not be representative of the experience of all clients. No guarantee of future performance or success is implied.

Jim is reliable, responsive, and detail-oriented. Whether for personal or business needs, his tax expertise and clear advice make him a trusted partner in my financial planning.

Jonathan L.

Client testimonial provided voluntarily and without compensation. Testimonials may not be representative of the experience of all clients. No guarantee of future performance or success is implied.

Jim has been invaluable in navigating the tax complexities of owning multiple restaurants and real estate. His responsiveness and insight give me confidence that I’m making the right financial moves.