closing the investment gap.
Investment Management.
Investment Management.
Investment Management.
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:
- Your unique point-in-time snapshot
- A personalized investment strategy - NEVER one-size-fits-all
- Access to our Chief Investment Officer
- Consult, counsel, and constant communication
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 really need to, falling behind on the investment gains that come from being more fully invested.
We understand.
Financial Planning.
Investment Management.
Investment Management.
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. Maybe you are in your peak earning years or established in your life or planning to retire or in retirement. Could your money be working harder for you?
Whether you know it or not, 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.
WHAT IT COSTS
Transparency.
As a fee-only financial planner, we do well when you do. We will never, ever sell you our own firm's products, like mutual funds, annuities, insurance or anything else other advisors pitch.
Comprehensive Management
Fees range from 0.90-1.25% of the assets we manage for you (AUM). We are a fee- based advisor. What does that mean? Transparency.
We manage your investments, answer questions, provide planning and guidance, deliver results.
We are a fee-only advisors. When you do well, so do we (and if the markets and investments don’t go your way, our fee declines).
Your best interests are aligned with ours. We never make money by trading your account. We won't sell you products.
Project-Based
Do you want a unique financial plan? What does that mean?
You provide us with as much financial information as you can (we’ll give you a checklist). We provide a snapshot of your current picture, scenarios of the future, and recommendations for a strategy for the future.
The process generally covers 3 meetings over 2-3 months. We deliver your unique Wealth Action Plan and One-Page Action Plan.
Best of all, we do it all for $2500.
Zuma Wealth LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest e