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
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.
Smart Ways to Build a Moat Around Your Wealth
Did you know that only about a quarter of successful business owners have an asset protection plan? Let’s discuss four ways you can protect your assets.
Charitable Giving – The Tax-Wise Way
Giving is rewarding. It feels good to be able to help others. Americans, especially the affluent, are some of the most charitable-minded. In fact, according to a recent AES Nation survey, 74 percent of people with assets…
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.