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, tax 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 Focused Wealth™ Legacy 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 wealth advisers understand the complex issues faced by high-net-worth clients – investment managagment, 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 plan.