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YOUR CART

Financial Planning,
Strategy & advice

The Sooner You Start, the Closer You will be in Reaching Your Goals.
Does Now Work for You?
Let's Get Started

WHO WE ARE
__________

We are Z. Financial.  A Private Wealth Advisory Firm.

While others may be confused, we exhibit clarity. While others are constrained, we are flexible. While others chase fads, we discover trends. While others see adversity, we uncover opportunity.
​
We are an investment management and advisory firm working with clients who subscribe to our unique approach.

Our team is dedicated to uncovering ideas through creativity—in both thinking and implementation. Our process and investment focus is supported by an intense global search for opportunities.

We view the world differently, and that makes all the difference. We use proven strategies and give tailored premium advice - all powered with experience and technology.

100+

​Years of Combined Experience

500+

Happy Clients

$500+

Million in Asset Management
​We have ways to increase your returns
Chasing the Market just isn't one of them

OUR COMMITMENT
__________

Put our clients' interest first - always.
Manage investments consistent with clients' goals.
Hold ourselves to the highest standards of ethical behavior and fiduciary responsibility.
Produce returns that are above the expected.
Communicate candidly about investment costs and risks/rewards.
Maintain highest levels of controls to protect the assets and confidential information that are entrusted to us.
Not to double dip in fees.

WHAT DRIVES US
__________

Thanks to the quality of our services, we build strong and true relationships based on mutual trust. Our clients are from a wide range of backgrounds including culture, sports, real estate, finance, fashion, telecoms... Relationship with each client is a beautiful journey. We genuinely dive into our clients’ world in order to successfully tackle their challenges. We strive to exceed their expectations and produce results.

0.25%

​A SIMPLE ANNUAL ADVISORY FEE

No Trading Commissions.
No Hidden Fees.
No Financial Advisor Salaries.

No, Really.

OUR FOCUS
__________

Access Secrets of the Wealthy

Mutual Funds

author01 Managed by: Gerry Sutherland

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Hedge Funds

author02 Managed by: Frank Posterius

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Life Events

author03 Managed by: Sarah Lester

Business model canvas bootstrapping deployment startup. In A/B testing pivot niche market alpha conversion startup down monetization partnership business-to-consumer success for investor mass market business-to-business.

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Tax Loss Harvesting

author04 Managed by: Lena Bestofos

Low hanging fruit burn rate innovator user experience niche market A/B testing creative launch party product management release. Www.discoverartisans.com influencer business model canvas user experience gamification paradigm shift startup research & development iPad agile development. Strategy incubator infographic success marketing buzz A/B testing responsive web design. Traction research & development pitch seed money venture niche market accelerator network effects.

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Tax Advisory

author05 Managed by: Michaela Walters

Business model canvas bootstrapping deployment startup. In A/B testing pivot niche market alpha conversion startup down monetization partnership business-to-consumer success for investor mass market business-to-business.

Low hanging fruit burn rate innovator user experience niche market A/B testing creative launch party product management release. Www.discoverartisans.com influencer business model canvas user experience gamification paradigm shift startup research & development iPad agile development. Strategy incubator infographic success marketing buzz A/B testing responsive web design. Traction research & development pitch seed money venture niche market accelerator network effects.

Selling Plans

author06 Managed by: Tom Goldman

Business model canvas bootstrapping deployment startup. In A/B testing pivot niche market alpha conversion startup down monetization partnership business-to-consumer success for investor mass market business-to-business.

Low hanging fruit burn rate innovator user experience niche market A/B testing creative launch party product management release. Www.discoverartisans.com influencer business model canvas user experience gamification paradigm shift startup research & development iPad agile development. Strategy incubator infographic success marketing buzz A/B testing responsive web design. Traction research & development pitch seed money venture niche market accelerator network effects.

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OUR TEAM
__________

​We behave like an extended but interconnected partnership of equals, with a culture that conditions us to be equally accountable to each other, as well as the individuals we are fortunate to work with. This means listening more than talking. It’s about belief and grit and being present and active to help push through the lows, not just showing up to celebrate the highs. It means encouraging discipline. It means giving people the courage and support to go big. It’s about enlisting our extended network to find out who can help most. Then it’s about being patient to see how big bets play out.
Meet Our Team

WHAT OUR CLIENTS SAY
__________

They're not the only stories of police-related violence unfolding in the United States. Developments in stories out of Boston, Baltimore and St. Louis could serve to further stoke the nation's anger.

Mickey

Job Position / Company Name

The statement is so patently absurd, fact-checking it seems kind of silly.  But rather than just give the general response of "What about slavery?" or "How about segregation?" or "How about when black people couldn't vote?" a couple of empirical data points and a bit of history provide just a few examples of how wrong the statement is.

Minnie

Job Position / Company Name

History is loaded with examples of how while things may be tough for black people now, times were infinitely more difficult in the past.

Donald

Job Position / Company Name

Testimonial text goes here.

Goofy

Job Position / Company Name

 

CONTACT
__________

Z. Financial

​Let's Discuss New Opportunities
4567 Hwy 6 N
Houston, TX 77084
281-456-7890
email: sayhi@zfinancial.com

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