Wisdom Matters—to people who care about their wealth
The ZIZMAN Group manages wealth for a class of clients who possess significant assets. At the Zizman Group we bring over 60 years of experience to our clients, and deliver exceptional results.
At the Zizman Group we limit the number of clients we work with, because your account deserves our full and undivided attention. We focus on high net worth clients because they share similar issues such as finances, investments, estate planning, personal and corporate taxes, tax and home and corporate ownership. However, at the Zizman Group every client is unique. Which is why we don’t offer packaged, off-the-shelf solutions; instead, we create a personalized, custom-tailored plan for each and every client.
Zizman Group clients enjoy the benefits of an exceptional financial consulting process. Each client receives:
A Personal Wealth Strategy. As your investment advisors we help you through some of life's most significant decisions. Our first priority is to help protect your wealth by managing your current investments prudently. After that, we help you plan for multi-generational family wealth transfer, provide financial transitioning to the next generation, guide you through business changes and succession planning, and help you set up philanthropic, legacy giving and foundation strategies if that is right for you. All so you won’t have to worry today about the future.
Custom-Tailored Investment Planning. Not only do you want to retain your wealth, you want to grow it. At the Zizman Group we have the experience to help you navigate the markers and build optimal wealth management strategies that fit with and maximize your personal financial goals. We’ll be here from the beginning to help you structure, preserve and optimize your wealth—and to continue to find new opportunities to put your wealth to work for you. We’re also here to help you through changes in your life circumstances that might affect your finances. Your investment strategy is unique to you. We only use custom portfolios tailored to your individual needs and objectives. We do not use generic mutual funds or instruments which can be overly complicated and costly.
Ongoing Consulting. At the Zizman Group we don’t believe in autopilot investing. We treat managing your wealth as if it’s our own. To deal with possible changes in the market, or unexpected changes in your personal life, we’ve set up an open line of communication with our clients to act as quickly and effectively as possible. We can do this because we have intentionally limited the number of clients we service. Responsiveness is important to us—because you’re important to us. As part of our relationship we develop an ongoing dialogue on the issues that affect your life including:
Finances, education savings, and estate planning Wealth transfers
Debt mitigation
Home and corporate ownership plans and financing
To help manage client investments and finances the Zizman Group has access to the complete suite of financial tools to provide clients with a robust basket of resources. This is only achieved through years of experience, education and achievement, which is unique to the Zizman Group.To find out more, check out our team, our integrated approach to managing your wealth, and contact either Ron Zizman or Ruth Bristow directly to set up a personal appointment.
“To build, retain and manage wealth is a complicated process. A good wealth strategy is not an illusion, it takes skill, education, experience—and wisdom, which are rare commodities.”
–Ron Zizman
