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
Wealth Protection and Planning for Retirees – Part 1
Since you are no longer in your peak earning years, you need a different approach, a different way of thinking. How can you best protect the wealth you created over the years and best utilize it to maximize what you will have throughout retirement?
Tax Savings for Business Owners – Part 1
You have a lot on your plate. Sometimes, this busyness affects the time you have available to educate yourself on financial matters as well as impacts your time for financial planning. Let us help you drill down and focus on a few key areas.
Five Big Mistakes Executors Make and How to Avoid Them
Administering an estate comes with plenty of potential pitfalls that can threaten your loved one’s wealth – and vour peace of mind. Let’s look at five common mistakes to be aware of – so you can avoid them.
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 2023. Zeches Wealth Management, A Registered Investment Advisor.