Protecting your wealth requires active management, and a vision that’s aligned with your goals.

ZAG is focused on balancing your short-term plans with your long-term goals, so you can enjoy a higher quality of life now, while ensuring a comfortable future for you and your family.

Check the background of this firm on FINRA’s BrokerCheck.

Preserving and protecting your wealth requires an understanding of who you are and where you want to go. Here’s how we can help you get more out of your money:

  • Investment Advisory

    Accounting for your unique situation, we assess risk tolerance, take stock of your current positioning, and evaluate market opportunity to develop a comprehensive investment strategy that works. Unbiased investment advice based on the data, with a mind to your plans for the future; That’s our pledge to you.

  • Financial Planning

    Building the framework that will guide your financial decisions requires a trusted partner who is not just interested in the numbers, but in your goals. With due diligence and careful planning, ZAG’s expert team of CFPs® give you structure, security, and a pathway to financial wellbeing.