Choose the path to true financial wellbeing.

It takes more than just time to navigate the complexity of Financial and Tax Planning; It requires vision, precision, and expertise honed over decades of practice. Our team’s unique, holistic approach ensures that you achieve and preserve a state of sustainable financial prosperity for yourself, for your family, or for your business.

 
 
 

ZAG is focused on delivering tailored Financial and Tax Planning support to clients across the individual, corporate, and institutional landscapes.

You deserve high-level planning, with attention-to-detail and a straightforward approach to managing your financial and tax circumstances. At ZAG we are dedicated to providing our clients with predictability, and a pathway to truly sustainable financial wellbeing.

Forget the overhead. ZAG is your fractional CFO.

A leaner operation is your key to growth, and that’s where we come in! With ZAG|cfo, startups and small businesses can plan their growth without blowing their budget.

“Working with the team at ZAG has not just helped me create an actionable pathway to prosperity. It’s helped me understand my financial picture.”