Helping clients navigate their seas of wealth.

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

What We Do

The Services We Provide for our clients

Providing a broad range of financial and investment solutions, products, services, and strategies to help our clients achieve their financial needs and goals.

Retirement Planning

  • Lifestyle analysis
  • Social Security and pension
  • Retirement income
  • Healthcare

Asset Protection Planning

  • Life and disability insuranace
  • Exempt assets and entity usage
  • Trusts

Financial Planning

  • Goals, needs, and wants analysis
  • Budgeting and cash flows
  • Debt analysis
  • Special circumstances

Investment Planning

  • Asset allocation
  • Investment selection
  • Tax-efficient investing
  • Risk-adjusted portfolio models

Wealth Management

  • Legacy planning and gifting
  • Charitable giving
  • Legal documents

A comprehensive
and holistic wealth management plan tailored to you.

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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.