Many women define wealth and prosperity as much more than just money. It’s time. It’s experiences. It’s family. It’s life.
We look at your life as you do: holistically. We created Zuma Wealth exactly for you.
If you have ever thought: “I really need to know more about my finances,” we are here for you. If you have ever thought: “There is just too much to learn,” we are here to help. If you have ever thought: “It’s just too tedious to bother,” we understand.
Money issues can be overly complicated, dull and boring. We make the complex simple and intriguing.
You will discover what you need to know so you can make sense of topics on investing, retirement, estate planning, philanthropy goals, children and much more. Discover insights, expand your knowledge and obtain advice to navigate life stages, major events and also small options in an informative and interesting manner.
Crack the code. Demystify investing while you find out what women should know about wealth.
You want to improve the lives of loved ones or contribute to causes close to your heart. The problem is that you may not feel confident that you are taking the right steps or making the suitable decisions. We understand. We help you amplify the prosperity you have already created and establish the path to ensure that you can do with your wealth what you want.
Many women define wealth and prosperity as much more than just money. It’s time. It’s experiences. It’s family. It’s life. We look at your life as you do: holistically. You want to address healthcare concerns, parents, children, causes, goals, values and more. You see possibilities you want to ignite. We work as your guide as you amplify your prosperity.
Waves happen. Your life (and the investment markets) can be smooth or choppy. The loss of a loved one, a windfall event, a health concern, a divorce, or a new business opportunity may launch a lift-off or cause a crash in your life. Regardless, a new path lies ahead for you. We have your back.
Whether you are contemplating a change or find yourself in the midst of one, we safeguard you so you are secure now and while you plot a new course. You have decisions to make and we can show you the future impact of your financial choices so you are secure now and going forward. Be protected.
In honor of Women's History Month 2023, we re-release our groundbreaking study of Women and Wealth uncovering a big surprise, busting a long-held myth and identifying an important trend. Get the report here.