Zeches Wealth Management Group

At Zeches Wealth Management, we prioritize guiding multi-generational families and business owners toward financial success and peace of mind. We believe financial planning is a collaborative process that requires a deep understanding of your unique goals and aspirations. Since 1998, we have built a reputation for personalized attention, tailored solutions, and exceptional client service.

A Family-Focused Approach

As a father-son, multi-generational firm, we understand the complexities of balancing financial goals with family dynamics. Edward J. Zeches, Jr., CPA, and Christopher P. Zeches, both seasoned financial professionals, guide clients with empathy, clarity, and a genuine desire to understand their aspirations.

Our Expertise

Our diverse expertise includes:

• Wealth Management & Investment Planning: Comprehensive strategies to maximize returns, manage risk, and achieve financial goals.
• Tax Planning & Compliance: Comprehensive tax planning and compliance services to minimize tax burdens and optimize your financial situation.
• Business Valuation & Succession Planning: Strategies for business owners to value their businesses and plan for retirement or succession.
• Retirement Planning: Personalized plans to ensure a comfortable and secure retirement.

An Established Process

Our five-step process ensures we thoroughly understand your needs, develop a tailored plan, and track your progress towards achieving your goals. We actively review and revise your plan over time to ensure it continues to align with your evolving life circumstances and financial goals.

Second Opinions for Specialized Guidance

In today's rapidly changing economic climate, we understand the value of seeking a second opinion when it comes to your finances. Our experienced team is happy to review your existing financial plan and provide an unbiased assessment to ensure it remains appropriate and effective for your unique circumstances.