Zuma Wealth LLC
Feel overwhelmed, overlooked or underserved? We understand. We guide, grow and guard your wealth so you can do with it as you please.
Here is how we do it. First we have a conversation in an Introductory Meeting. This is the first part of establishing our partnership. We will schedule a 30-minute call (or in-person meeting) to identify your values, goals, priorities, preferences, as well as potential obstacles. Also in our Introductory Meeting, we will mutually establish your expectations for us and the steps we will take the meet those expectations.
Do you feel like your current advisor experience may be lacking? Are you overwhelmed with trying to manage your investments on your own? Do you know there are steps you should be taking with your wealth, estate, insurance or taxes, but just don't like dealing with it? We can help.
Following the Intro Meeting, if you want to move forward, we will take a deeper dive in a 60-minute Exploration Meeting (virtual or in-person). We will establish action and priority items by developing a comprehensive assessment of your current financial picture and goals.
Waves happen. We guide, grow and guard your wealth.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.