Built-In Alignment
Alignment with your goals – not ours – has been built-in to everything we do for four decades and for the future.
Built-In To Our People
Your ZWJ team strives to take care of you and your portfolio like it’s our own, applying both expertise and empathy to help you meet your financial goals. And because we’re an independent, employee-owned firm, we value continuity in our relationship with you and within our team.
Built-In To Our Processes
Every ZWJ portfolio manager is a member of our Investment Committee, which means that your portfolio may be unique to you, but you have the benefit of our entire investment team. Our processes, from vetting investment ideas to servicing your account, are designed to put you first, giving you a simple and seamless experience from start to finish.
Built-In To Our Priorities
As an independent registered investment adviser (RIA) firm, we are a fiduciary that’s accountable to you. As owners of the firm, we have a personal responsibility to respond to clients and their needs. We are active and passionate about helping you reach your financial goals.
