Knowledgeable guidance for distinct wealth management needs.

Zermatt Wealth Partners is a collaborative practice – our specialties are complementary and our approach is coordinated with other trusted professionals. You’ll find the extensive services and encompassing perspective necessary to help you move from the success you’ve already achieved through each step in pursuit of your future goals and objectives.

Wealthy individuals face an array of unique financial challenges that touch many aspects of their busy lives. From family governance and wealth transfer issues to assistance with high dollar purchases, our advisors are always prepared to offer professional financial advice and to provide comprehensive services.

We often find that individual wealth is concentrated in a single stock received through inheritance or a successful business career. Our advisors employ strategies designed to hedge, monetize, diversify or transfer assets. Another risk to wealth is the erosion of investment gains due to taxes. Because of their knowledge of tax-advantaged investments and the tax impact of specific transactions, our advisors can potentially help you keep more of what you’ve earned.
Zermatt Wealth Partners are not CPA’s and do not offer personalized tax advice.

If you are interested in leaving a legacy for generations to come or for an organization you support, we can provide legacy planning. Our advisors can provide strategies designed not only to provide for those you care about, but also to potentially generate personal tax benefits and help further your overall wealth management plans.
Zermatt Wealth Partners are not CPA’s and do not offer personalized tax advice.

You will find that we are able to assist you with all the financial matters that touch your life, and are capable of working with other trusted professional advisors such as family office administrators, accountants and attorneys. If necessary, we can also assist you in the process of selecting other professionals to help provide you with a truly comprehensive wealth management team.

Corporations and institutions require a clearly defined investment approach designed to generate growth while carefully preserving valuable assets. At Zermatt Wealth Partners, we are well experienced and possess the knowledge necessary to assist companies with sound investment guidance and strategic planning. We employ our expertise to assist companies in key areas that include cash management, asset allocation, transaction services, alternative investments, and portfolio construction and management. Our advisors can assist you with everything from corporate retirement plans to employee benefits to continuity planning. You can rely on the professionals at Zermatt Wealth Partners to serve all of your corporate investment management needs.
Zermatt Wealth Partners are not CPA’s and do not offer personalized tax advice.

Positioning family wealth for tomorrow
through sound strategic planning today.