Attain a higher standard of
wealth management.

The integrated suite of wealth services you will find at Zermatt Wealth Partners is custom built to address the unique and varied needs of affluent individuals. The approach to service always begins with a deep understanding of a client’s goals, dreams and tolerance for risk. We believe our clients benefit from the best practices our financial professionals have accumulated after advising wealthy individuals and families for nearly three decades.

Wealth Planning Services

  • Financial Planning
  • Executive Compensation Planning
  • Corporate Retirement Plan Selection
  • Business Financial Analysis
  • Asset Protection Planning
  • Family Legacy Planning

Investment Management Services

  • Money Manager Selection and Due Diligence
  • Investment Research and Analysis
  • Model Portfolio Construction
  • Consolidated Reporting

Financial Concierge Services

  • Active Coordination with Estate Planning Attorneys, Tax Specialists and Bankers
  • Bill Paying
  • Large Purchase Negotiation

Positioning family wealth for tomorrow
through sound strategic planning today.