A complete list of active advisors currently associated with Zink Wealth Solutions LLC

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

Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations, offering discretionary portfolio management, asset allocation, financial consulting, and educational seminars/workshops. The firm operates with three advisors and manages assets for a small client base, and it offers model portfolios that span lower, moderate, and higher volatility objectives. The firm delivers tailored discretionary and non‑discretionary management using model portfolios and a mix of analytical approaches — including technical, fundamental, cyclical analysis, and modern portfolio theory — and invests across a broad set of instruments such as equities, fixed income, alternatives, derivatives, private placements and REITs. Cash management uses the custodian’s money‑market sweep and the brochure notes that tax efficiency is not a primary objective unless separately agreed in writing. Several operational features distinguish the firm from many peers: it is affiliated with an insurance agency and discloses that adviser‑personnel may be licensed to sell insurance and have registered‑representative backgrounds, which can generate separate commission and 12b‑1 compensation in addition to advisory fees. The adviser also signals an international orientation through senior personnel with Latin America and cross‑border private‑banking experience, offers complimentary educational seminars, and markets a high fixed‑fee consulting program ($50,000–$200,000) alongside its small, HNW client roster.

To learn more about the advisors currently working at Zink Wealth Solutions 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.