Financial Planning Services

Investment Types InfographicAs a ‘fee-only’ financial and investment planning company, Zehnder Wealth Management designs its services to be in your best interest. Unlike commission-based financial planners, there is no intrinsic conflict of interest in our fee-only wealth management services. We guarantee that our recommendations and strategies are optimized solely to be consistent with your financial well-being.

Set up efficient investment strategies and explore the possibilities with us. Make pragmatic financial decisions by harnessing our expertise in the sphere of financial planning.

We value our clients equally regardless of their financial state or net worth. Our services are customized to the goals and circumstances of the individual client.

Zehnder Wealth Management fully acknowledges the diversity of its clients and their financial needs. We have a number of financial planning retainers in place, each designed to serve the financial concerns of a particular bracket of clientele.

A Note About Our Retainers

Retainers may be tax deductible – consult your tax advisor or see tax deductibility under our FAQ section. Zehnder Wealth Management strives to provide excellence in the field of Financial Planning. As a “Fee-Only” CERTIFIED FINANCIAL PLANNER, you can be assured the client’s best interest is always foremost. We receive no commissions on any product we recommend, the only fee we earn is what you pay us. That way you can be assured there will never be a conflict of interest in what we recommend. If at any time you are not satisfied with our service, we will gladly refund you the prorated remainder of your retainer – no questions asked. We also offer hourly consultations for specific issues, please ask for details. Gift certificates are also available.

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