The Power of Planning

Making sure your wealth continues to support your established goals takes careful planning. Such planning is not a single event – it is an ongoing process. As the circumstances of your life continue to change, so must the strategies we use to help you stay on course toward your desired objectives.

Our investment planning process includes:

Determining your personal and financial goals, needs and priorities
Analyzing your current financial situation
Developing and presenting investment planning recommendations
Implementing approved plans that allow you to keep track of your progress
Evaluating results, reviewing changes in your circumstances and adjusting your investment strategy as necessary

The Power of Market Research

Zambriski-Polson Wealth Advisors portfolio management approach utilizes custom-tailored, actively managed stock portfolios to help clients build, preserve and transition wealth.

We don't source ideas from Wall Street analysts. Instead, we use custom research and market strategy reports that covers U.S. and global markets in all asset classes.
Our team offers client-focused, in-house discretionary portfolio management for investors who seek the flexibility to efficiently build and maintain a customized portfolio.
We help clients develop strategic and tactical portfolio asset allocation designed to minimize risk and maximize potential returns.
Investments are reviewed against a series of economic and market factors. As conditions evolve, we adjust your portfolio to keep it in alignment with your objectives.

The Power of Focus

Essential to who we are and what we do is a dedication to fostering long-term relationships. We limit the number of clients at our practice to deliver a high level of service and an exceptional experience.

Your interests are always placed above our own. Everything we do is designed to advocate for your financial success and security.
Our team is committed to personal client attention. We conduct scheduled progress meetings and update you when appropriate.
We respond to and address client inquiries with experience, detail and care.
Our team is available for time-sensitive requests. When you call, we respond as soon as possible.

^{Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.}