Zeiser Wealth Management LLC
Comprehensive wealth planning
Zeiser Wealth Management LLC is a locally owned Registered Investment Advisory firm committed to growing, protecting and harvesting their clients’ wealth. ZWM’s approach is to utilize comprehensive wealth planning along with proactive, disciplined, and risk managed investment processes for their clients.
The firm was founded to provide local, unbiased, and thoughtful advice. As an independent Registered Investment Advisor we have the freedom to choose the strategies appropriate for each individual, corporation, or trust whom we may serve.
Zeiser Wealth Management LLC helps organize their client’s lives with tools to provide a continuously updated and aggregated wealth plan. Knowing that life is ever changing, ZWM’s planning process continues to track and monitor a client’s financial plan to reflect the changes that occur in real time, helping to aid in making more informed and objective decisions required along the way.
Zeiser Wealth Management LLC, acting in a fiduciary capacity for their clients, believes investment management begins with risk management. The investment management models and programs offered by Zeiser Wealth Management LLC are objective, quantifiable and rules-based, leaving no room for emotional subjectivity. At Zeiser Wealth Management LLC the conviction is clients deserve an approach that will attempt to manage risk and avoid large downturns in their portfolio whether they are preparing for retirement, sending their kids to college, or living in their retirement years.
Jared Zeiser, having begun his career as a financial adviser in 1999, always envisioned working with a team and not as a sole practitioner in order to provide exceptional service to his clients. As a result, ZWM has developed a wealth team with more than 50 years in combined experience in the financial services industry.
“The idea of developing and working as a team enables our firm to work together serving the unique, long-term interests of our clients with a commitment to continually improve every client’s experience with our firm,” Zeiser said. “We believe a team approach enhances our ability to anticipate and serve our client’s needs.”
The team is made up of Jared Zeiser, Presi-
dent and CEO, who is married to Courtney and has two children, Carter and Caroline, attending the University of Arkansas at Fayetteville. He is actively involved in Hope Church Hot Springs — PCA and enjoys doing anything he can do with his family and friends such as getting on the lake, working outdoors, hunting and watching the Razorbacks.
Christal Green, Director of Trading and Operations, is married to Randy. They enjoy being involved in their church, visiting kids, playing golf and cooking together.
Anna Mitchell, Director of Client Care and Marketing, spends her time away from work chasing her three boys, Gunnar, Ethan and Tucker, who love all kinds of sports. Anna and her family attend New Life Church in Hot Springs.
The ZWM team values providing an excellent client experience and serving and supporting local community organizations such as the Hot Springs Area Community Foundation, Mid-America Science Museum, Cooperative Christian Ministries and Clinic, Project Hope Food Bank and the Hot Springs Chamber of Commerce.
Zeiser Wealth Management LLC is located in Hot Springs at
1702 Malvern Avenue.
For more information, visit http://www.zeiserwealth.com.
Appointments for consultation may be made by calling 501520-4534 or 877-810-7854.