We are a full-service financial firm committed to helping people pursue their financial goals. As an independent office, ZAI has access to a wide range of financial products and services for individuals and business owners. We believe the sound financial information we provide will better enable you to identify your goals and make sound decisions to help reach them.
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investments strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you. We think it's important for you to know who these partners are and why we have chosen to work with them.

Our Clearing House is Charles Schwab:

Charles Schwab provides client statements, tax reporting and a wide variety of account options for our clients.

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Mission: To provide Comprehensive Wealth advice with unbiased non-proprietary financial products without hidden agendas. Our work is conducted with the best interest of our clients using the highest ethical standards as a Fiduciary.

(Member SIPC)