Welcome to Zale Group Wealth Management

Our Services

Wealth Management

Asset allocation strategies, Analysis of needs and goals, Manager selection and Retirement income.

Financial Planning

Needs Analysis, Outside account aggregation, Financial Calculators and Expense Reports.

High Net Worth Services

Legacy and philanthropic planning, design and assistance with: Donor advised funds, Endowment funds and more.

Account Protections

LPL Financial’s SIPC membership provides account protection up to $500,000 per customer, of which $250,000 may be in cash. LPL provides additional insurance coverage subject to conditions and limitations.

Independent Research

Market Commentaries, Asset Allocation and Model Portfolios, Recommended Funds and Recommended Separately Managed Accounts.

Trust Services

Trust Planning, Independent Corporate Trustee*, Managing and preserving the trust’s assets, Assuring your wishes are followed and all of your beneficiaries are treated fairly.

 

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

All Services

Let us help you plan for the future!

“Your money and your life." They are inseparable. If you want to enjoy both, you need a plan. That’s where we come in. Let the Zale Group help you plan for your financial and life goals.

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Zale Group Business Card

“Our client relationships are two sides of the same coin. Good planning optimizes your time and money to help work towards your goals for the most important things in your life.”

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Blog

A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Andrew Zale |
Categories
Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan...
A young woman vacuuming her apartment with headphones on and dancing.

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Andrew Zale |
Categories
Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year. 1 While most focus on the physical space, spring is also a great time to get your financial house in order. Refreshing...

Overlooked Retirement Expenses (And How to Plan for Them)

Andrew Zale |
Categories
Retirement
Finance
Health
Tax Planning
Family
Real Estate
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45% of retirees could run out of money in retirement. 1 The good news? That outcome isn’t inevitable. The key is recognizing which costs get overlooked and building flexibility into...