Zeniki Wealth is a wealth management firm specializing in comprehensive financial plans, investment management, business owner services, and tax & estate planning.
What We Can Offer You:
- A High Level of Service:
- We’re Responsive, Proactive, Transparent and communicate in layman’s terms.
- A Fair Price:
- $200 per hour.
- A Flexible Business Model
- See our hypothetical examples here: Our Pricing - Zeniki Wealth
- A Staff that’s Experienced & Credentialed:
- CFA, CPA, ABV
- See more here: Why-hire-a-CFA-Charterholder-to-manage-your-wealth_2.pdf
- A Company that’s driven by a Common Passion:
- See Zeniki’s Name Explained – Zeniki Wealth
- Adherence to a High Level of Ethics and Values:
- See Real Fiduciary – Zeniki Wealth
- See Life Philosophy Archives – Zeniki Wealth
- Guidance & Expert Financial Advice, Tailored to your Unique Needs:
- For Business Owners: tax minimization strategies, business valuations, legal structure recs, corporate document drafting/review.
- For HNW: Trust type comparison/analysis, estate tax strategies, access to alternative investments, robust investment reporting.
- For Retirees: social security optimization, retirement withdrawal strategies, tools to make your nest egg go the extra mile.
- For Pre-Retirees: comprehensive financial plans & retirement plans, debt management & consolidation, customized investment portfolios.
What We Won’t Do:
- Offer you a standardized set of services and treat you like a number.
- Focus our practice on marketing & “growing our book” instead of serving and adding value to the clients we have.
- Sell you high priced or complicated investment products that are designed to enrich others at your expense.
- Earn a cent in commissions (because we’re fee-only).
ΕκτύπωσηΑναφορά
Αποστολή μηνύματος σε Zeniki Wealth