ACHIEVE MORE
OF WHAT YOU
Love
WE SPECIALIZE IN WORKING WITH PEOPLE LIKE YOU
When choosing a financial advisor, it is important that the person that you work with understands your situation and has experience solving your problems.
Our extensive experience not only involves working with families and various trusts, but also includes working with businesses.
A PHILOSOPHY OF FAMILY
We are a father-son, multi-generational firm. Edward J. Zeches, Jr., CPA, Managing Partner, is a Certified Public Accountant (CPA), and Christopher P. Zeches, Managing Partner, is a CERTIFIED FINANCIAL PLANNER ® professional.
A PHILOSOPHY OF FAMILY
We are a father-son, multi-generational firm. Edward J. Zeches, Jr., CPA, Managing Partner, is a Certified Public Accountant (CPA), and Christopher P. Zeches, Managing Partner, is a CERTIFIED FINANCIAL PLANNER ® professional.
YOUR PERSONAL CHIEF FINANCIAL OFFICER
Our five-step process allows us to understand what is most important to our clients, create a plan to help guide them, and monitor the progress toward accomplishing their goals.
WHO WE ARE
For us, a long-term approach doesn’t mean 10 or 20 years; it means a lifetime. We have one priority: taking care of multi-generational families and helping them work toward their goals and objectives.
Actionable Advice
Staying Steady: How Historical Data Can Ease Investment Fears in Election Years
Election years can bring uncertainty and anxiety, especially for investors. In this blog, we’ll explore how historical data can provide perspective and ease investment fears during the 2024 election season.
The Importance of Building Local Relationships for Mutual Growth and Support
Building strong relationships with local businesses and the communities you serve is essential for mutual growth and support. In this blog, we’ll explore why these connections matter and how you can effectively leverage your local networks for business success.
Utilizing Data Analytics to Make Informed Decisions and Stay Ahead in Competitive Markets
Data analytics is a powerful tool for making informed business decisions in today’s competitive market. Join us as we explore how to leverage data analytics to stay ahead and drive success. Unlock secrets to a more secure and fulfilling retirement with our exclusive guide.
A SECOND OPINION FOR CHALLENGING TIMES
In the current economic environment between volatility, political worries and life changes, you may be in a complex situation or just unhappy with the advice you are receiving from your financial advisor—it’s not uncommon.
We believe that many high-net-worth investors would value a second opinion on their finances.
could you benefit
FROM A CUTTING-EDGE TEAM WITH A
Clear Vision?
TUCSON OFFICE
2850 N. Swan Road, Suite 100
Tucson, Arizona 85712
(520) 326-6923
PHOENIX OFFICE
4647 N. 32nd Street, Suite 110
Phoenix, Arizona 85018
(602) 955-2838
Copyright 2024. Zeches Wealth Management, A Registered Investment Advisor.