A complete list of active advisors currently associated with Zeiser Wealth Management LLC

Warmer can help you find a great advisor at Zeiser Wealth Management LLC or one who fits your needs even better.

Zeiser Wealth Management LLC advises individuals, families, trusts, charitable organizations, foundations, and corporations, providing personalized financial planning and discretionary investment management. The firm offers comprehensive plans (including standalone planning), consulting engagements, and can allocate assets directly or through selected third‑party managers. ZWM describes a disciplined, non‑emotional, formula‑driven investment process that combines quantitative, technical and fundamental analysis to favor holdings in confirmed uptrends and to use cash as an explicit risk‑management asset. Portfolios are typically managed on a discretionary basis under a Limited Power of Attorney, with daily tactical monitoring and the possible use of active trading, option writing, short sales, and margin when aligned with client objectives. Distinctive aspects noted in the brochure include that certain ZWM professionals are separately licensed insurance agents who may receive commissions for insurance sales, a disclosed conflict of interest the firm addresses in its disclosures; the firm also delivers quarterly performance reports and client materials on a regular basis. The managing principal serves as Chief Compliance Officer with no direct supervisor, and the brochure explicitly discusses the firm’s use of margin and other borrowing in client accounts, a practice that is less common among peers.

To learn more about the advisors currently working at Zeiser Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.