Our clients typically choose us because of our ability to offer high-quality, objective and personalized advice and the highest level of service.

We take great pride in not having a “typical” client. Investors often determine whether a financial services provider is the right fit for them based on whether the firm’s existing client base is comprised of individuals or families whose situations are similar to their own. Some find a familiar "brand" name or history is the attraction when seeking out a firm to help them gain better control of their financial lives.

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Our services are appropriate for anyone with invested assets of more than $1 million and an interest in protecting their financial future by developing a strategic plan to manage their wealth. Our clients have this much in common: They have accrued (or are accruing) their wealth. They have come to us to help them make smart decisions that help them achieve their goals.

Our clients run the gamut: families that own and operate businesses and seek to establish a clear, sensible succession plan; recently divorced or widowed individuals who must establish a new life and financial independence; and professionals who are often too busy to focus consistently on their financial futures, to name a few examples.

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We take great pride that our clients come to us.  We don’t advertise. We don’t cut deals with other professionals to generate business. New clients are referred to us either by current clients or by professionals who have seen how we do business, such as CPA’s, insurance agents and attorneys. It gives us a stream of diverse clients who come to us via the best path available – referral from those who know our services well. We neither pay nor accept referral fees of any kind.

ZWM’s approach to wealth management is successful at meeting the needs of a wide spectrum of clients. For more examples see our case studies.

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