You deserve to feel financially empowered.
You May Not Know Where to Start.
Overwhelmed? Overlooked? Underserved?
Overwhelmed? Overlooked? Underserved?
We recognize that you want to feel financially empowered and free. To do that, you need holistic, personalized wealth guidance. The problem can be that you don’t know where to start or who to trust.
We understand.
Overwhelmed? Overlooked? Underserved?
Overwhelmed? Overlooked? Underserved?
Overwhelmed? Overlooked? Underserved?
Underserved? Worried you aren't getting the attention you deserve?
Concerned that you may be taken advantage of when it comes to your wealth management needs?
We understand.
You Deserve Customized Guidance.
Overwhelmed? Overlooked? Underserved?
You Deserve Customized Guidance.
You deserve holistic, customized guidance, never the one-size-fits-all that seems to define this industry. It's why we took all our experience over decades of bull and bear markets managing billions of dollars for hundreds of people to create Zuma Wealth for you.
WOMEN AND WEALTH BLOG
Women and Wealth: What They Told Us
Women and Wealth: What They Told Us
We launched Zuma Wealth along with our groundbreaking study of Women and Wealth, uncovering a big surprise, busting a long-held myth and identifying an important trend.
In honor of Women's History Month 2024, we re-release this innovative study. You can get the report, Women and Wealth: What They Told Us here (don't worry - we will never spam you).
women and wealth: it's not about the money
Women and Wealth: It's Not About the Money
In a follow up to Zuma Wealth's groundbreaking study on Women and Wealth, we released a follow up to dig into the "Why" behind the "What." This study examines the attitudes, motivators, worries and issues that affluent and accomplished women have with respect to their wealth and investing. Get Women and Wealth: It's Not About the Money here.
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