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WHAT WE DO

Not so long ago, individuals concerned about their financial futures were often overwhelmed with a disparate range of investment options and independent strategies.

Today, however, the more measured concept of “wealth management” allows a single firm to assist individuals, couples and families in formulating a comprehensive strategy that encompasses the full spectrum of financial life stages.

 

ZWM specializes in comprehensive and objective fee-only financial planning, addressing:

  • Investment planning and implementation: This is the main emphasis of our operations and our focus with our clients. It’s the cornerstone of all other services.

  • Financial independence planning/retirement planning: We help determine how much money you need to retire tomorrow or start a business you’ve always dreamed about.

  • Risk analysis and risk management (insurance planning): We’ll analyze your insurance needs and work with your insurance professional to implement the best plan for you.

  • Estate planning strategy and overview: We will work with you and your attorney to create wills and trusts that best suit your wealth transfer needs and implement family and charitable gifting programs.

  • Tax planning: We can assist with tax planning by optimizing the taxation of your investments.

  • Charitable giving: We help assess your options for charitable gifting. We have helped many clients establish and operate family foundations.

  • Family asset preservation/family wealth planning: ZWM can assist you by providing a roadmap to address multi-generational education and planning issues.

  • Business planning/succession planning: We help privately held businesses manage such issues as exit strategies, succession planning and employee benefits planning.

 

ZWM maintains the highest professional standards in helping you meet such needs. We employ state-of-the-art planning through advanced analysis techniques and sophisticated software. We also believe strongly in the value of continuing education. We are vigilant in our research, keeping us on top of the latest trends and issues that can influence your investment strategies and opportunities. This includes participating in conferences designed to help wealth managers expand their outlooks and strategies.

Most importantly, ZWM provides a continuous, exceptional level of service, a hands-on approach that separates us from the competition. We deliver consistently prompt, individually tailored, detail-oriented attention in the management of your assets. Our standard is to deliver professional, personalized attention that is significantly above and beyond that offered by most financial services providers.