Wealth Management as it SHOULD BE

Zambriski-Polson Wealth Advisors utilizes its extensive expertise to deliver high quality "high touch" service in a boutique, private investment management environment backed by a state-of-the-art, institutional-quality wealth management platform

The Future of Wealth Management

We help clients stay on track toward achieving their goals throughout every stage of life, especially during times of personal challenges, market volatility and negative financial media hype when professional guidance is most needed.

We are committed to helping clients stay focused on their investment plan to keep them from overreacting during periods of market decline and growth.

Zambriski-Polson Wealth Advisors is an independent wealth management company. Backed by advanced technology and wealth management tools, we deliver a customized client experience that is centered around our expertise and high-quality service.

Comprehensive Wealth Management

As a client of Zambriski-Polson Wealth Advisors, you will be guided through a highly-disciplined wealth management process. Our investment approach utilizes custom tailored, actively managed stock portfolios (for advisory clients only) designed to help clients build, preserve and transition wealth. Our strategic framework has distinguished itself by being able to adapt to changing markets. Client portfolios are managed with a focus on sectors outperforming others.

In our experience, no single advisor can effectively provide all the elements of true wealth management. That’s why we fully embrace a team approach to address every client’s unique challenges and opportunities. We have developed a network of trusted financial professionals with whom we can address specific client needs and share market intelligence.

All of our recommendations are coordinated with your other professional advisors – such as your attorney, accountant and estate planning professionals – before being implemented.

Experience the Difference

Less than 10 percent of the firm’s Financial Advisors have met the criteria to act as PIM Portfolio Managers. Our PIM program offers discretionary, active portfolio management for investors who seek the flexibility to efficiently build and maintain a customized portfolio using a diverse selection of investments. We engage in fee-based relationships for clients who prefer a portfolio manager that can make investment decisions on their behalf.

_{The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

We are research- and performance-driven. We encourage independent, contrarian thinking among our skilled team of in-house analysts and commit the resources necessary to consistently uncover and capture new opportunities. We don’t source ideas from Wall Street analysts. Instead, we use custom research and market strategy reports that cover global, emerging market and U.S. equities.

We put your financial picture in focus with our highly disciplined Envision^® planning approach, which offers you an effective way to identify your highest-priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want. Instead of tracking your portfolio’s performance against a standardized index, such as the S&P 500, we review your progress toward achieving your life goals on your own fully customized benchmarks.

Zambriski-Polson Wealth Advisors believes Envision is one of the most innovative financial strategy resources available today. By emphasizing the value of conversation, it can help you prepare for your desired retirement lifestyle, make informed investment decisions and enhance your confidence in achieving your investment goals.

Getting Started

We welcome the opportunity to meet with you to learn about your specific situation and explore whether we can be of benefit to you. Contact us today to learn more about what sets us apart from other financial advisor teams.

2355 Crenshaw Boulevard, Suite 165
Torrance, CA 90501

(310) 953-9916