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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