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