Tucson, AZ North Swan Road Office
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Zeches Wealth Management
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About
Zeches Wealth Management primarily serves individual and high‑net‑worth clients, providing fee‑based investment advisory and portfolio management alongside financial planning and consulting. The firm delivers asset management through custodial and sponsored programs at LPL Financial and also offers tax planning and preparation as part of its service mix.
The firm emphasizes continuous account supervision with portfolios tailored to each client’s objectives, conducting reviews at least quarterly and rebalancing as needed. Its investment process combines charting, fundamental and technical analysis and can be implemented through in‑house discretionary management or LPL‑sponsored programs (including model and manager access offerings).
Notable for a firm of its size, Zeches is affiliated with a separate certified public accounting practice and reports that tax services account for an identifiable portion of advisor time and income. Advisors also serve in broker/dealer and insurance capacities and participate in LPL’s platform support and economic benefit arrangements, a structure the brochure discloses as part of its operational relationships.
Based on Zeches Wealth Management
Expertise
Based on Zeches Wealth Management
Location
2850 North Swan Road
Tucson AZ 85712
Advisors at this office
2
Advisors at this office
Edward Z
Series 63, Series 65
Tucson, AZ
Zeches Wealth Management
Edward Zeches is a financial advisor with Zeches Wealth Management in Tucson, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has managed his independent advisory firm since 2014 while maintaining an affiliation with LPL Financial since 2000. In addition to his advisory work, Zeches operates a certified public accounting practice that provides tax preparation services. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting. The firm offers tailored portfolios using fundamental, technical, and charting analysis, and integrates tax planning through its affiliated CPA practice.
Christopher Z
CFP®, Series 66
Tucson, AZ
Zeches Wealth Management
Christopher Zeches is a CFP® professional with 16 years of experience in the financial services industry. He has been with Zeches Wealth Management since 2014 and maintains a long-standing association with LPL Financial dating back to 2009. Outside of advisory work, he is involved as a business owner of Zeches Family Publishing, LLC. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with tailored asset management, financial planning, and consulting services. The firm integrates investment management with tax planning and preparation through its affiliation with a certified public accounting practice.
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