Things to know about Z&W
We are a firm that is completely independent, fee-for-services investment advisor with no outside alliances, partnerships, or affiliations with any financial institutions.
As a registered investment advisor and fiduciary, our duty is to provide conflict-free advice and to do so without outside compensation. The standard for other providers in the investment world is one of suitability (i.e. if the product being sold is “suitable” for the client). The litmus test in this suitability question often comes down to whether the client can afford to lose the money that is being invested. We recommend investments to clients that the firm has approved through unbiased due diligence.
We are a non-discretionary investment advisor. We propose investment recommendations to clients and no investment actions are taken without client approval. We implement the investment plan once it is in place and continually monitor the portfolio accordingly.
We assist the client in assessing the best fit and make recommendations regarding various estate and tax professionals. We do not receive any direct reciprocal benefits from any such recommendations.
We are a privately held organization. Ownership has transferred from Richard Zemenick and Jim Walker to Chris Griesedieck, John Johnson, Bill Stude, Bryan Schulz and Jonathan Best. Agreements are in place to continue the shareholding to the next tier of management.