MONEY DOESN’T MATTER. PEOPLE DO.

whoimageFor Ed and Chris Zeches, Managing Partners of Zeches Wealth Management, a Registered Investment Advisor, a long-term approach doesn’t mean ten or twenty years. For the father and son team, long-term is multiple generations.

Zeches Wealth Management has one priority: taking care of multi-generational families and helping them try to accomplish their goals and objectives. For some families this may mean funding an education or being able to retire. For others, it may be preserving capital and maintaining a standard of living for one generation while ensuring there’s growth in the portfolio for future generations.

“Our philosophy is simple,” Ed says, “We all want the best for our families, and our mission is to help our clients achieve that.” The firm acts as a family’s Chief Financial Officer, leveraging extensive tax and investment expertise to meet client needs. Ed is a Certified Public Accountant (CPA), and Chris is a CERTIFIED FINANCIAL PLANNER ® professional. With their accounting background and attention to detail, combined with in-depth financial planning knowledge, Zeches Wealth Management is able to exceed the expectations of their clients.

LESSONS LEARNED

Ed was raised by his grandparents who were in their seventies when he was born, and so he learned lessons from another time period. His grandparents lived through the Great Depression and taught Ed to work hard for what one had and to save for the future. Ed was an entrepreneur from an early age. From numerous paper routes to running a lawn service to keeping bees, Ed was always looking for ways to add value to people’s lives while also making money for his family.

Ed’s grandfather taught him many things; the most important one being all an individual has is his name and his word. Ed’s grandfather taught him that your word matters; a handshake is a bond; and your reputation stays with you for generations, so you better make it a good one. Ed chose to change his name to “Zeches” to honor his grandfather and to carry on the good name and reputation his grandfather had worked for his entire life. Ed is reminded of all his grandfather’s teachings anytime he sees or says his last name.

“Money doesn’t motivate me,” Ed says. “Helping others is why I love what I do.” Ed focuses on helping generations of families meet their financial challenges with a holistic approach to financial planning.

“DON’T THINK OF YOURSELF, THINK OF OTHERS.”

Ed and his wife, Ann, have been married for over thirty years and have two children, Chris and Elissa. Ed loves being a father and counts it as his greatest joy in life. Ed and Chris now enjoy working together as a team in assisting their clients in every aspect of their financial lives.

Ed was an avid climber and volunteered on a Search and Rescue team in southern Arizona. He led teams of searchers into the mountains and deserts to find lost climbers and hikers. He was also an Emergency Medical Technician, working as an EMT earning money to put himself through college.

HARD WORK ADDS UP

From an early age, Chris Zeches was determined to swim at the University of Notre Dame and at ten he was a top-ranked swimmer. When he turned eleven, Chris was attacked by a debilitating illness which caused constant migraines and his brain to swell. The family frantically tried to determine the cause of his illness. Once the cause was identified, it took five long years for Chris to regain his health and the ability to swim at the highest levels.

Chris never gave up. During those years of recuperating, Chris spent time at his father’s office and found his passion for investing by learning about the financial markets. Ed Zeches believed the best way to learn was through actual investing and gave Chris $25,000 in real money to invest. This money was Chris’ to keep and invest however he needed to research and make all investment decisions. This experience was not only an invaluable experience, but one Chris is able to reflect on to this day. Chris was so successful that some years later, he had the down payment he needed to purchase his first house.

After years of hard work, Chris was finally back in the pool and competing; in fact, he earned a scholarship to swim at the University of Notre Dame. While at Notre Dame, Chris was an integral member of the swim team and earned his Bachelor of Business Administration majoring in accounting.

FOR GENERATIONS TO COME

Chris and his wife, Katie, have been married for nearly a decade and are parents to Francis. The family enjoys walking through their Central Phoenix neighborhood and vacationing in Montana. Chris is passionate about golf and enjoys trying to bring his handicap down.

The Zeches’ enjoy working on projects around the house, but by far their biggest joy is traveling. They carefully budget so that they can take trips to places such as Ireland, Paris, Mexico or Hawaii. An avid reader, Chris fills his time with business and biography books along with the occasional crime novel. Probably due to long drives to swim meets with his parents, Chris is a big fan of music from 1960s and 1970s with The Beatles at the top of his list.

Chris and his wife, Katie, have been married for nearly a decade and are parents to Francis. The family enjoys walking through their Central Phoenix neighborhood and vacationing in Montana. Chris is passionate about golf and enjoys trying to bring his handicap down.
The Zeches’ enjoy working on projects around the house, but by far their biggest joy is traveling. They carefully budget so that they can take trips to places such as Ireland, Paris, Mexico or Hawaii. An avid reader, Chris fills his time with business and biography books along with the occasional crime novel. Probably due to long drives to swim meets with his parents, Chris is a big fan of music from 1960s and 1970s with The Beatles at the top of his list.

Helping others is important to Chris and Katie, and they are active in many community charities. “Do unto others is something we try to live by,” he says quietly. Chris is proud to carry on his family’s good works and good name for generations to come.