We recognize that you want to feel financially empowered and free.
In order to do that, you need holistic, personalized wealth guidance.
The problem is you don’t know where to start or who to trust.
Feel overwhelmed? Overlooked?
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?
You deserve holistic, customized guidance so you can do with your wealth and your future as you please.
We know what it is like to feel as though you are not sure how to find the right person to guide your financial life.
It is why we have taken all our experience
managing a lot of money
for a lot of people
for a long time
to create Zuma Wealth for you.
We are thrilled to share that Founder and Chief Investment Officer, Terri Spath, was named a Top 10 Inspiring Women of 2022 for her work with women and their wealth..