Zeches Wealth Management’s Second Opinion Service

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.

In order to help you try and achieve your financial goals, we have created a complimentary second-opinion service.

Working with a team that redefines wealth management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. Clients of Zeches Wealth Management however, benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Wealth Management

Investment Consulting

  • Asset allocation
  • Portfolio management
  • Manager due diligence
  • Risk evaluation
  • Performance analysis

Advanced Planning

  • Wealth enhancement, including cash flow management and tax minimization
  • Wealth transfer
  • Wealth protection
  • Charitable giving

Relationship Management

  • Regularly scheduled calls, reviews and in-person meetings
  • Team of professionals, including legal, tax, insurance and investment advisors

Our consultative process

We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. Through our second-opinion service, you can enjoy a portion of our wealth management experience at no cost.

Full client experience

  • Discovery Meeting
  • Investment Plan Meeting
  • Mutual Commitment Meeting
  • 45-Day Follow-up Meeting
  • Regular Progress Meetings

What to expect from our second-opinion service

We will meet with you for a Discovery Meeting. Assuming we both agree that we have a basis for working together, you will return for the Investment Plan Meeting. Hopefully, we can confirm you are on track to fulfill your values and achieve your goals with your current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for your needs. Either way, you will receive a Total Client Profile and a personalized analysis of your current situation.

Second-opinion service

  • Discovery Meeting
  • Investment Plan Meeting

Let us help you help those you care about.
Contact us today.