Ongoing Wealth Advisement

We’re strong believers in managing results and keeping clients informed. Once we have developed and implemented your comprehensive wealth plan, we provide customized quarterly wealth management reports, a formal annual wealth management review, and our exclusive Wealth Vault^t® service. A Zeller Kern advisor is also available on retainer to work with your other financial and legal advisors. You’ll receive our weekly Investment Monitor newsletter, biannual newsletter publications and email updates.

For more information on our Ongoing Wealth Advisement, or to speak with one of our consultants, contact us at 916-436-8270, or email us at info@zellerkern.com.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, IN, ME, MN, MT, NJ, NV, OH, OR, PA, SC, TX, and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding financial investment products and services. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA Financial Investor Regulatory Authority / SIPC Security Investor Protection Corporation, a registered investment advisor.

Serving clients from offices in Gold River, CA and the nearby cities of Roseville, Folsom and Davis, Zeller Kern Private Wealth management, Inc., a registered investment advisor is a leading Sacramento Financial Advisor and Retirement Planning firm.