skip navigation

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.

SCHEDULE AN APPOINTMENT

 

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