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Our Philosophy

We are a seasoned investment team who manage wealth for affluent clients, entrepreneurs, foundations and charities. By collaborating with your trusted advisors, The Zakos Financial Group simplifies complex situations to create your customized financial strategy. Building a strong foundation is paramount to ensuring a prosperous future and sustaining your investments through periods of market volatility. Our framework for your future is custom designed to meet your financial goals. For over 30 years, our holistic approach, which focuses on diversification and balance, has allowed clients to invest in their personal lives. We believe that no two clients are alike. Prior to executing your personalized strategy, we consider various aspects that assist us in managing your wealth— lifestyle, liquidity, taxes, business interests, succession planning, educational needs, legacies, and insurance solutions. This approach ensures that all facets of your financial picture have been addressed. Trusted relationships are the source of our success. Many families have been with us from one generation to the next. We look forward to having the opportunity to becoming one of your valued strategic partners.