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.
Power of Planning
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
  • Monitoring 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.
Power of Market Research
  • 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 regularly 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 firm to deliver a high level of proactive service and an exceptional experience.
Power of Focus
  • 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, consistent and proactive client attention. We conduct regularly scheduled progress meetings and update you when appropriate.
  • We respond to and address client inquiries with experience, detail and care.
  • Our team is always available for time-sensitive requests. When you call, we respond.
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.