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

Hi, thank you for your interest.  Zetlmaier Wealth Management LLC is a boutique investment firm based in Seattle, WA and run by Jon Zetlmaier, CFP®, AIF®

ZWM is an all encompassing firm designed to work with all types of investors.  Whether you have $5,000 or $50 million, I welcome the opportunity to work with you.  I have been in the financial services industry for over 20 years providing investment advice, financial planning, and insurance services.  I am an independent investment advisor representative under Voya Financial Advisors.  I've created a service platform that works for all.  Whether you prefer to talk with me in person, via email, virtual meetings, or have a relationship with an app on your phone, ZWM has a solution for you.  Know that you will never have to sit in a phone queue to reach me, and you will not have to deal with a call center.  

Also know that I will be working in a fidicuary capacity when meeting with clients, meaning I am legally bound to put your best interests first.  I am a CERTIFIED FINANCIAL PLANNER Practitioner, and Accredited Investment Fiduciary®.  The CFP® is one of the most prestigious certifications in the industry and the AIF® designation reinforces my high standard of care.

 

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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.