Your Collaborative Partners
At ZEAL, we lead your investment strategy, backed by a select team of seasoned professionals working collaboratively to craft your most comprehensive, tax-focused plan.
CPA and Accounting Professionals
Providing expert insight and clarity into your tax situation
Investment Manager Firms
Providing access to marketable securities, fixed-income instruments, private equity and real estate investment opportunities
Investment Bank, Merger and Acquisitions
Supporting business-sale strategy, valuation guidance, and transaction clarity for owners navigating a liquidity event or transition.
Lending Institution
Providing tailored lending solutions inclduing specialty credit
Insurance Brokerage General Agency
Offering insurance-based solutions
Investment Management Team
Through our broker-dealer partner Cetera Wealth Services LLC, we access objective market research, economic insights, and continuous monitoring of investment portfolios.
Advanced Planning Team
Leveraging the expertise of the the Advanced Planning Team to support multi-layered planning strategies. More information Cetera Advanced Planning Team.
