Philanthropy Planning
Many clients have substantial objectives for charitable giving. We create customized giving strategies that optimize resources and tax benefits, including family foundations, irrevocable charitable trusts, and other strategies.
Schedule an Appointment
Comprehensive Wealth Planning and Management
Our Focused Wealth® Process for building and managing your wealth.
Retirement Planning
Helping you chart a course for a secure retirement.
Investment Management
Objective investment guidance tailored to your life's goals.
Focused Wealth® Legacy Planning
Preserving your family wealth and well being for generations.
Integrated Advisor Service
Bringing your financial and legal team together.
Wealth Vault®
Access accounts and documents via one convenient page.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, FL, GA, IL, IN, MO, NJ, NV, OR, 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 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 / SIPC, a registered investment advisor. Financial Planning offered through Zeller Kern Private Wealth management, Inc., a registered investment adviser.
Copyright ©2010 Zeller Kern. All Rights Reserved. Site by Dane Henas Design