Are We a Fit?

Navigating the journey through life decisions can be overwhelming. The Zuleger Kendall Group is committed to serving you by maintaining the highest standard of integrity and professionalism. We will:

  • Provide a safe environment to discuss your most important concerns
  • Define your unique goals
  • Create a personalized wealth management roadmap
  • Deliver honest and easy to understand advice
  • Empower peace of mind in your financial decision-making process

Standard of Care

As you transition through life and your wealth increases the focus shifts from security to managing complex financial issues. We will guide you along the way to accurately identify the best strategies for solving your specific challenges and design a tailored approach to anticipate your needs.

We enjoy working with families in all life-stages:

  • Pre-retirees achieve financial independence
  • Retirees find confidence in their unique, individualized plans
  • Business Owners manage their wealth inside and outside of their companies
  • Families in major transitions including inheritance, business sale proceeds, company stock liquidations, divorce, etc…

We look forward to earning your trust and confidence in becoming your Financial Advisory Team for life.