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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
Investment Management
Investment Management
ZWM operates under the belief that global diversification, risk management, regular rebalancing, and cash flow planning are the keys to long term success. All advice is tailored to your needs meaning we can work with existing positions or investments you already own while building a diversified portfolio around those holdings.
A bottom-up approach is used to build your portfolio. Identifying cashflow needs and risk level for each client is imperative. From there we build a portfolio, regularly monitor it, and make changes as necessary. Portfolios are globally diversified and adhere to Modern Portfolio Theory. Moreover, investment management is done in-house (not a 3rd party), mainly with exchange traded funds to keep underlying expenses low and give complete control of investment making decisions. Clients can expect to see changes in their holding 4-8 times per year but changes are made as-needed.
(206) 235-6538
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.
