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Closing the Investment Gap.
Wealth Management.
Financial Planning.
Financial Planning.
Does your investment manager have the perspective gained by handling money through multiple bull and bear markets?
Does she have the investment chops earned through rigorous credentials and top-drawer academic training?
What you get:
- A personalized investment strategy - NEVER one-size-fits-all
- Access to our Chief Investment Officer
- Consult, counsel, and constant communication
- Your unique and dynamic financial plan
We are widely recognized as an industry leader for women seeking guidance to grow their fortunes and guard their futures.
Look. Women face an investment gap. This happens because women often take time off from work to care for kids or parents, sacrificing income. Women often hold more cash than they need to, falling behind on the gains from being more fully invested.
We understand.
Financial Planning.
Financial Planning.
Financial Planning.
What is Happening in Your Life?
"Listen. Are you breathing just a little bit and calling it a life?" That's a quote from a favorite poem by Mary Oliver.
Could your money be working harder for you?
Most out there in the financial industry will put you in a one-size-fits-all model. That simply does not fit you.
We understand.
At Zuma Wealth, your solution is designed for your unique life.
How it works.
Guide You.
Guard Your Future.
Grow Your Wealth.
We guide you and your wealth. Have questions about investments, taxes, retirement? We guide you and your unique circumstances, never the industry standard one-size-fits-all.
We have managed billions of dollars for hundreds of people like you and bring the perspective that comes from living through the bull and markets over the past two decades.
You benefit from that experience, as well as the expertise that comes with working with a team that has earned the CFP® (the gold standard for financial planning), CFA (the gold standard for investment management).
Grow Your Wealth.
Guard Your Future.
Grow Your Wealth.
Grow your fortune so you can do with your wealth as you please.
Keeping up to speed on the global stock markets, interest rates, and the latest investment strategies are critical to growing wealth. We do that for you.
Our financial strategies are rooted in rigorous proof of concept research and adjusted when needed to incorporate changes that can occur over time.
Do you feel like your current advisor experience may be lacking? Are you overwhelmed with trying to manage your investments on your own? Do you know there are steps you should be taking with your wealth, estate, insurance or taxes, but just don't like dealing with it?
We can help.
Guard Your Future.
Guard Your Future.
Guard Your Future.
Warren Buffet has famously quipped that the #1 rule is to guard your wealth. The #2 rule is to never forget rule #1.
Big waves and calm waters can be challenging to navigate or predict. For instance, in March 2020 the U.S. stock market was stormy, losing more than 30% and interest rates collapsed to historic lows. In 2017, waters were calm all year.
We will guard your money through the inevitable (but unpredictable) storms.
