Our Story
A new direction in wealth management
Over our years of practicing wealth management, we too often saw a “disconnect” in the way our profession works. Few wealth advisers invest the time and energy required to explore and define, in depth, the client’s goals and purpose. Instead, most advisers move almost immediately to investment vehicles. Many advisers fail to engage the rest of the client’s legal and financial team – such as the CPA, tax attorney, and estate attorney – in the process. As a result, critical issues such as retirement planning, tax planning, business sale or succession planning, and legacy planning fall through the cracks.
We decided to chart a new direction.
We founded Zeller Kern to bring a proactive and integrated approach to wealth management. We developed a new, unique approach to wealth advising – our Focused Wealth® Process. We also provide unique services which include Proactive Investment Management, Focused Wealth® Legacy Planning, Business Sale or Succession Planning, Wealth Vault® and a service to Integrate your Advisers – all designed to bring the facets of your financial life into one cohesive, intelligent whole.
Our approach to wealth management is strongly proactive. We work to anticipate market trends so we can take early action. We also anticipate our clients’ needs in areas such as retirement planning, business exit planning, risk transfer and wealth transfer.
As a fee-based advisory, we avoid the conflicts of interest inherent in today’s advisory profession. We are compensated not for making investments, but for making investment decisions. You can see exactly how we are compensated and the value we bring.
Our wealth advisers understand the complex issues faced by high-net-worth clients – investment management, tax management, multi-generational legacy planning, and more – and how they relate to each other. We simplify wealth management by bringing all the components into one proactive plan.