A passion for building long-lasting, trusted relationships with our clients, backed by experience, credentials, integrity, knowledge, and creativity
Zeller Kern is a comprehensive, credentialed financial advisory firm built on trust, transparency, a high level of proactive communication and service, with many years’ experience. We provide innovative solutions tailored to individuals, business owners, physicians, and their families.
Zeller Kern was established in April of 2007 to bring a proactive and integrated approach to wealth management. We developed a new, unique approach to the planning process – Focused Wealth®.
Over many years of practicing wealth management, we have built a planning process that thoroughly explores and defines your goals and purpose in relation to your wealth in order to provide you meaningful, innovative solutions. We then deliver a plan that thoroughly tracks and monitors your progress on a regular basis. Our ongoing advisement is provided to you with consideration of the ever-changing tax laws, business environment, market opportunities and volatility.
We think it's important to deliver independent advice and provide maximum transparency on how we are compensated. When acting in an Advisory capacity, we deliver our services on a fee basis. Our service is backed with thorough communication and education.
A Unique Advisor for the Business Owner
The advisors at Zeller Kern are very skilled and experienced in providing a number of planning capabilities for the business owner that is unique as wealth advisors. These planning capabilities include processes to help build the value of a company, business continuity planning, the development an exit plan or succession plan, asset protection planning, and family legacy development. We are unique and leading wealth advisors for business owners within the Sacramento Region.
We create and encourage a collaborative relationship with your other trusted advisors such as your CPA, tax attorney, and estate attorney as part of providing a proactive process to you. This helps assure that critical issues such as retirement planning, tax planning, business sale or succession planning, and legacy planning are addressed for you with your whole team in a way that helps simplify your life.
We also provide unique approaches to services, which include:
Retirement Planning – Helping you chart a well thought-out course for the rest of your life
Proactive Investment Management – Time-tested and risk-cognizant
Business Value Building – a process to help increase the value of your business
Business Exit Planning for Business Owners and Their Families – One of the most crucial decisions a business owner will make
Family Legacy Development – A journey to create a family legacy that lasts for many generations
Legacy Planning – A journey to create a family legacy that lasts for many generations
A Fee for service Relationship – Provides transparency, and also can help the community through charitable donations