Zito Wealth Strategies, Inc. (“ZWS”, hereafter) is a women-owned, independent fee-based financial planning practice founded in 2003 in Scottsdale, Arizona.
Elaine Zito is at the helm of ZWS leveraging her decades of experience and advanced education into helping her clients learn to make the best investment and financial decisions specifically tailored to suit them. ZWS also provides clients with state-of-the-art financial tools and technologies required to execute her clients’ financial decisions and to help them monitor their investments.
Elaine is a Certified Financial Planner™ with a Master’s degree in Education and over two decades of experience in the fields of insurance, tax preparation, retirement planning, and estate distribution and trust preparation. As a holder of numerous designations, including CFP™, CEP™, RICP™, and CWS™, along with her Master’s degree, Elaine is among the most qualified CFPs in the country.
“Zito Wealth Strategies is dedicated to serving high-net-worth individuals and families. Our goal is to create greater financial stability and reassurance for our clients. We provide clients with access to highly specialized investment tools and strategies that most advisory firms have never even heard of. Our unique investment approach aims at growing assets while providing income that can last generations.”
Instead of billing clients hourly or receiving commissions from transactions, ZWS offers fee-based brokerage account services through Charles Schwab. Fees are deducted monthly at the end of the month based on the average daily balance of the account.
Elaine’s team has uploaded educational videos on ZWS’s official website, www.zitowealth.com, aiming to educate clients on the basics of stocks, mutual funds, bonds, financial planning, the fundamental aspects of social security retirement benefits, and more.
The comprehensive Tax Library built into the ZWS website was designed to help clients manage their taxes and prepare for future tax seasons. The library encompasses federal tax forms, federal tax rates, tax publications, a tax calendar, as well as a detailed tax glossary featuring various tax terms and definitions.
The investment management and organizational aspects of ZWS’s services revolve around investment opportunities in the modern market. “For some investors, we are hired to pinpoint the fastest-growing assets with minimal risk, while aiming for sky-high ROI. For others, we may take a lot less risk by avoiding the stock market.”
ZWS is committed to giving you suitable advice for your specific situation, investment style and experience. Zito Wealth Strategies is a strategy driven, results oriented financial advisory company dedicated to elevating the financial situation of its clients to a position from which several generations will have an opportunity to prosper.
Elaine Zito and her team continue to provide top-quality service and support. More information about Zito Wealth Strategies, Inc. is available on the company’s official website.
Company Name: Zito Wealth Strategies, Inc.
Contact Person: Elaine Zito
Email: Send Email
Address:9432 E Voltaire Drive
State: AZ 85260
Country: United States