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Zetlmaier Wealth Management LLC

Tailored Financial Planning for You

Zetlmaier Wealth Management LLC (ZWM) operates out of Seattle, WA, and extends its financial services to clients across the nation. As a Registered Investment Advisory firm, we are dedicated to delivering tailored solutions in wealth management and financial planning. Our approach is centered around understanding each client's unique financial goals and crafting strategies that cater to their individual needs.

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At ZWM, we recognize the importance of personalized financial advice. Our team of experienced financial advisors works diligently to develop plans that reflect the diverse objectives and aspirations of our clients. Whether you're looking to shift your financial strategy, explore new options with financial advisors, or require guidance on managing a sudden influx of wealth, our mission is to offer exceptional value and service.

Avoid Mistakes

Our nationwide reach allows us to serve a wide array of clients, from those just starting their financial journey to seasoned investors seeking new perspectives. We strive to demystify the complexities of financial planning and investment management, providing clear, straightforward information that empowers our clients to make informed decisions. Our competitive fee structure further ensures that high-quality financial advice is accessible to all.

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ZWM's commitment to client success is evident in our holistic approach to financial planning. We believe that effective wealth management goes beyond mere investment strategies; it involves creating a comprehensive roadmap that considers every aspect of your financial life. From retirement planning to estate strategies, our services are designed to support you through all of life's financial changes.

Why Zetlmaier Wealth Management LLC?

If you are here, maybe you are looking for a change? Maybe you are looking to test the waters of working with an advisor or want to put together a comprehensive financial plan. Maybe you have received a financial windfall and don’t want to work with your parents’ advisor? Whatever the reason, I created ZWM to be different from other financial services firms. The end goal is to offer incredible value to my clients. This starts with the core tenants of being a legal fiduciary, being fiercely independent, and charging a fair fee. Please look through my site and reach out if you have any questions or just want to offer feedback.

Registered Investment Advisor

Owner and registered investment advisor, Jon Zetlmaier CFP®, AIF®, is dedicated to providing personalized solutions tailored to your unique needs and goals.

Fiduciary Services

Legally bound to work in your best interest;

Professional

CFP(R) Professional and Accredited Investment Fiduciary

Flat Fees

For smaller accounts a tiered fee structure is used. Your annual cost will never exceed $10,000 per household

Independent

ZWM is registered directly with the State of Washington Department of Financial Institutions. It is not a subset of a larger RIA or brokerage firm

Personal

you will directly work with me, Jon Zetlmaier.

Wide array of services

Financial Planning, Wealth Management, Insurance, and Estate Planning

The ZWM Difference

Zetlmaier Wealth Management LLC Fee Calculator

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FIXED FEES FOR CLARITY

1% to $250,000. >$250,000 0.5%. Fees capped at $10,000/household

CLIENT-CENTRIC APPROACH

The focus is always a tailored approch to client needs.

PERSONALIZED GUIDANCE

No team to navigatge. With Jon, you get direct access and expert advice.

HOLISTIC FINANCIAL PLANNING

At ZWM, You are guided towards a secure and fulfilling retirement.

PERSONALIZED INVESTMENT STRATEGIES

Personalization drives our investment strategies. Tailored solutions to meet your financial needs.

GROW YOUR WEALTH WITH ZWM

ZWM prioritizes diversification and risk managment for your optimized returns and long-term success.

Why Choose Us

Smart Investing with Smart Ideas

Unlock your financial potential with Zetlmaier Wealth Management. We blend innovative strategies and insightful expertise to craft personalized investment plans for a secure future. Smart investing starts with smart ideas.

Personalized Investment Strategies

Tailored Plans to Meet Your Unique Goals

Diversified Investment Portfolios

Adhere to Modern Portfolio Theory to help minimize risk

Ongoing Portfolio Monitoring

Proactive Adjestments for Optimal Performance

Transparent & Fee-Only Approach

Clear Pricing with Your Best Interests in Mind

Zetlmaier Wealth Management LLC is trusted by hundreds of clients in 8+ Counties

Our Service

Giving You Financial Power

At ZWM, we believe in a transparent and straightforward approach. Financial planning can often seem complex, but our mission is to simplify it for you. We provide clear, easy-to-understand information that empowers you to make informed decisions. Our goal is to demystify the process, making it more accessible and less intimidating.

Investment Management

At Zetlmaier Wealth Management LLC, our investment management services are crafted to meet the distinct needs of each client. Recognizing that every investor has different goals, we work diligently to develop customized strategies that reflect your individual circumstances. Our process begins with an in-depth assessment of your financial objectives, risk tolerance, and investment horizon.

Financial Planning

At Zetlmaier Wealth Management LLC, our approach to financial planning is comprehensive and all-encompassing. We understand that effective financial planning involves more than just investment decisions; it requires a thorough understanding of your overall financial landscape. Our holistic financial planning services are designed to address every aspect of your financial life, ensuring that you have a cohesive and integrated strategy in place.

Estate Planning

If you've recently received an inheritance and are looking for guidance separate from your family's advisor, we offer strategies specifically designed to help you manage and grow your newfound wealth. Our team understands the unique challenges and opportunities that come with sudden financial changes, and we are here to help you navigate them effectively.

Insurance

Our advisors will then conduct a thorough analysis of your financial landscape, considering factors such as income, expenses, assets, liabilities, and risk tolerance. This comprehensive assessment ensures that we have a complete picture of your financial health, enabling us to develop strategies that are both effective and tailored to your specific needs.

Insight

NEWS & UPDATES
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Save for a Rainy Day

As fall sets in Seattle we know what’s coming, rain! Saving for a rainy day is an idiom whose origins are really unknown, but all
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#5: Get On The Same Page

As the summer winds down I’ve found this blog harder and harder to write.  After a lengthy delay, here’s item 5 of my Top 10. 

Let's Work Together

Whether you’re a novice investor or have years of experience, our team is here to guide you every step of the way. Our competitive fee structure ensures that high-quality financial advice is accessible, and our nationwide reach allows us to serve clients from diverse backgrounds.

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To learn more about how Zetlmaier Wealth Management LLC can help you achieve your financial goals, contact us by phone, email, or through our convenient Contact Us form.

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Copyright © 2024 Zetlmaier Wealth Management LLC, All rights reserved
Zetlmaier Wealth Management LLC is a registered investment adviser in the State of Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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