Hi, thank you for your interest. Zetlmaier Wealth Management LLC (ZWM) is an independent wealth management and financial planning firm in Seattle, WA.
ZWM offers services all types of investors. Our clients work in a wide array of industries from tech to government to healthcare. ZWM has 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 us, and you will not have to deal with a call center.
Also know that ZWM will be working in a fidicuary capacity when meeting with clients. We are legally bound to put your best interests first. Jon Zetlmaier is a CERTIFIED FINANCIAL PLANNER™ Professional, and Accredited Investment Fiduciary®. The CFP® is one of the most prestigious certifications in the industry and the AIF® designation reinforces a fiduciary standard of care.
One of the things that makes ZWM different from many other advisors is that we monitor our fees to ensure we are at or below industry average. We don't have fancy offices and excess staff which add costs to the consumer. We run a no frills, high quality, streamlined operation. We also are happy to meet you at your location rather than require you to visit us downtown. Having drinks or lunch with clients is always more fun that sitting in an office anyway!
Another thing that sets us apart is that we are independent, but work under a national, name brand broker/dealer, Voya Financial Advisors. As a consumer you have comfort knowing you have independent thought along with the backing of a Fortune 500 firm, Voya Financial.
Please explore this website to learn more or just give us a call!
*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.