Helping clients navigate their seas of wealth.

A family owned-and-operated financial services firm with over 40 years collective experience and expertise.

Our Approach

The Wealth management Process

By adhering to a proven process, our wealth management approach allows us to understand your goals and develop adequate advice for your unique situation.

Step No. 1

Discovery & 
Fact-Finding

  • Introduction meeting
  • Identify your goals, needs, values, and dreams
  • Determine your risk profile
Step No. 2

Analyze, Develop,
& Execute

  • Analyze current investment and financial plan(s)
  • Develop financial plan and asset allocation
  • Construct portfolio
  • Open new account(s) and transfer assets
Step No. 3

Wealth
Management

  • Active portfolio management
  • Financial goals analysis and planning
  • Retirement and estate planning
  • Income and liquidity needs
  • Insurance and liability management
Step No. 4

Ongoing
Relationship

  • Weekly newsletter and articles
  • Monthly check-in calls
  • Quarterly, face-to-face, performance reviews
  • Update financial goals based on life-stage changes

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Lets Have A Conversation

Our team is always available to answer any questions you may have. Contact us today to schedule a no-strings-attached conversation with The Zois Group team. We will discuss your specific goals, your current financial situation, and what is most important to you and your family.

Start A ConversationSchedule A Call or Meeting