WHY CHOOSE US
WHY CHOOSE US
We ARE FIDUCIARY INVESTMENT ADVISORS
Our clients receive our undivided attention and loyalty as we focus on their goals and objectives as the main priority. It is our privilege and fiduciary duty to serve our clients by providing investment advice that solely focuses on what is best for them and will have the best probable outcome.
We UNDERSTAND WEALTH MANAGEMENT
We understand the complexities of wealth management and focus on managing wealth in a comprehensive way by addressing the key concerns our affluent clients have.
WEALTH PRESERVATION
Making smart money decisions
You’ve worked hard to build your wealth. Your goal is to pursue consistent returns on your investments and reduce your risk. You want professional guidance for making smart financial decisions to help preserve your wealth.
WEALTH PRESERVATION
Making smart money decisions
You’ve worked hard to build your wealth. Your goal is to pursue consistent returns on your investments and reduce your risk. You want professional guidance for making smart financial decisions to help preserve your wealth.
WEALTH ENHANCEMENT
Mitigating taxes so you retain more
Between the high percentage federal taxes and for some clients, state taxes, the tax burden of the wealthy can be large. Not only do we offer expertise in financial planning, but we also have decades of accounting and tax experience. Our clients appreciate our knowledge of the tax code to help them try to reduce taxes wherever possible.
WEALTH ENHANCEMENT
Mitigating taxes so you retain more
Between the high percentage federal taxes and for some clients, state taxes, the tax burden of the wealthy can be large. Not only do we offer expertise in financial planning, but we also have decades of accounting and tax experience. Our clients appreciate our knowledge of the tax code to help them try to reduce taxes wherever possible.
WEALTH TRANSFER
Taking care of your heirs
Among the proverbs is this statement: “A good man leaves an inheritance to his children’s children.” Your wealth has served you well, and you want to see that your legacy includes more than great memories. We can help advise you on how best to transfer your wealth to your loved ones based on your decisions of who, how much, and when.
WEALTH TRANSFER
Taking care of your heirs
Among the proverbs is this statement: “A good man leaves an inheritance to his children’s children.” Your wealth has served you well, and you want to see that your legacy includes more than great memories. We can help advise you on how best to transfer your wealth to your loved ones based on your decisions of who, how much, and when.
WEALTH PROTECTION
Protect what you have worked hard for
It’s not something anyone ever wants to happen, but relationships do fall apart. Catastrophes do happen. Zeches Wealth Management addresses this aspect of financial planning for our clients through our network of trusted experts. We assist clients in navigating challenging situations to try to help protect their assets from being unjustly taken through unforeseen circumstances or litigation.
WEALTH PROTECTION
Protect what you have worked hard for
It’s not something anyone ever wants to happen, but relationships do fall apart. Catastrophes do happen. Zeches Wealth Management addresses this aspect of financial planning for our clients through our network of trusted experts. We assist clients in navigating challenging situations to try to help protect their assets from being unjustly taken through unforeseen circumstances or litigation.
GIVING TO MAKE A DIFFERENCE
Maximizing charitable gift opportunities
You have done well for yourself, and you now have the privilege and desire to give back to your community, your industry, and perhaps even to national and global charitable organizations. You appreciate the tax-deductions, but at this stage in your life, it’s more than that. You want to magnify your giving to make a difference in the world. We applaud your philanthropic spirit. We realize charitable giving is an important goal to factor in your financial planning, and we can support you in this process.
GIVING TO MAKE A DIFFERENCE
Maximizing charitable gift opportunities
You have done well for yourself, and you now have the privilege and desire to give back to your community, your industry, and perhaps even to national and global charitable organizations. You appreciate the tax-deductions, but at this stage in your life, it’s more than that. You want to magnify your giving to make a difference in the world. We applaud your philanthropic spirit. We realize charitable giving is an important goal to factor in your financial planning, and we can support you in this process.
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.
We help clients from many different backgrounds and situations. To give you an idea of the types of issues our clients have and some solutions that we provided, here are three common situations that you may be able to relate to:
Situation 1
Joe & Jane Smith
Joe and Jane, a husband and wife in their early 50s, ran a business that took up the majority of their lives and left little time for them to manage the issues in their financial lives.
Situation 2
Steve & Mary Jones
Steve and Mary Jones are husband and wife in their early 60s. They have been saving for retirement but have been wondering if they have the means to retire in five years and what retirement might look like for them.
Situation 3
The Allen Family
The Allen family is a great example of multi-generational wealth management and how doing cross generational planning can make all the difference.
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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.