What ZWM Offers: Comprehensive and Objective Wealth Management Advice on a Fee-Only Basis

ZWM specializes in comprehensive and objective financial planning, addressing:

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.

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What does “Fee-Only” mean?

This refers to the way we are paid for our services. "Fee-Only" planners, like ZWM, are compensated solely by fees paid by their clients for their financial advice. Period. We do not accept commissions or compensation from any other source. We do not pay or accept any finders’ fees. As a "Fee-Only" firm, ZWM avoids the significant "conflict of interest" that results when an advisor stands to gain financially from the purchase of any product he or she recommends to the client.

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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.

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