Financial Planning,
Strategy & advice
The Sooner You Start, the Closer You will be in Reaching Your Goals.
Does Now Work for You?
Does Now Work for You?
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.
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
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.
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.
No Trading Commissions.
No Hidden Fees.
No Financial Advisor Salaries.
No, Really.
OUR FOCUS
__________
Access Secrets of the Wealthy
Mutual Funds
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Hedge Funds
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Life Events
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Tax Loss Harvesting
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Tax Advisory
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Selling Plans
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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.
CONTACT
__________
Z. Financial
Let's Discuss New Opportunities
4567 Hwy 6 N
Houston, TX 77084
281-456-7890
email: sayhi@zfinancial.com
4567 Hwy 6 N
Houston, TX 77084
281-456-7890
email: sayhi@zfinancial.com