Concierge Wealth Management Retainer

Designed for the client with investable assets of $1M and up.

Concierge Wealth Management Retainer

Concierge Wealth Management Retainer is devised for affluent clients and those owning a business. It entails all the features and benefits associated with the Standard Elite retainer, but also contains added provisions for the clientele that need more time and assistance with their wealth management.

At Zehnder Wealth Management we address every client in the backdrop of their unique needs and circumstances, and form our financial planning strategies customized to the individual financial complexity of the client. Our nonpartisan and dedicated financial planning services are founded on your long-term financial interest.

Seeking assistance from our wealth management business under this retainer aids you in making smart and feasible decisions about your investments, estate planning, taxes, and much more.
We provide you the expertise to identify and accomplish your investment goals. This financial plan makes available to you, the tools and resources to rethink your financial strategies and optimize them in coherence with your ultimate interests.

What’s in there for you

This retainer includes all the services of the ‘Standard Elite’ Retainer. In addition, we provide monthly cash flow management calls, two half-day strategic Financial Retreats, all taxes including small business tax returns as well as specialized investment options specifically tailored for higher net worth clientele.

Duration: Determined by individual situation
Price: Call for Quote


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