At ZEAL, we lead your investment strategy, backed by a select team of seasoned professionals working collaboratively to craft your most comprehensive, tax-intelligent plan.
Our Team, Your Collaborative Partners
CPA and Accounting Professionals
Offering expert insight and clarity on your tax situation
Investment Manager Firms
Providing access to marketable securities, fixed-income instruments, private equity and real estate
Investment Bank, Merger and Acquisitions
Assisting with business sale services
Lending Institution
Delivering tailored lending solutions
Insurance Brokerage General Agency
Offering risk management solutions
Investment Management Team
Broker-dealer Avantax by Cetera Investment Management Team. Providing objective research on the economic landscape. Managing and monitoring investment portfolios.
Avantax is a distinct community within Ceterea Wealth Services, LLC.
