Money, if it does not bring you happiness, will at least help you be miserable in comfort--Helen Gurley Brown

 

Hi, my name is Jon Zetlmaier, CFP(R), owner of  Zetlmaier Wealth Management LLC. (ZWM).  You have many options when it comes to financial services.  ZWM aims to provide services and products to fit everyone from a new investor just looking to start or get a financial plan, to retirees looking for income management, to wealthy estates looking for estate planning* guidance.  Maybe you want to call someone to take care of things, maybe you just want to check in on an app or website.  Either way, ZWM can help.

With low account minimums and fees, coupled with state of the art financial planning software, ZWM's niche is full service financial management at competitive prices.  I have over 20 years of experience in financial services and have a lot of experience with various pension systems and employer sponsired plans.  I offer a suite of financial services such as holistic financial planning, asset managment, and life insurance.  Nothing is sold or recommended without considering your best interests.  I'm an independent advisor not linked to any particular product and act in a fiduciary capacity when working with clients.  Please look through my website to learn more.   Thank you for your interest.

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*Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.