Wealth Management

PRODUCTS & SERVICES

Investment Products

We are dedicated to helping our clients grow, manage and protect their financial resources.


No two investors have identical financial profiles and investment goals. For that reason, Ziegler Wealth Management offers a range of investment strategies designed to meet your needs. With our responsive, personal approach to understanding your specific financial needs, our advisory programs are a true reflection of this mission.

Your financial advisor will use your personal assessment and goals to determine an appropriate asset allocation mix and tailor a professionally managed plan for you.


TAX-EFFICIENT. A selection of money managers employ investment strategies after-tax returns.


TRANSPARENT. When you invest in a managed solution, you have direct ownership of the underlying portfolio holdings.


ADVISOR/CLIENT ALIGNMENT. Fee-based pricing aligns the advisor’s interests with their clients’. As you grow, we grow.


PREDICTABLE FEES. Fees associated with managing your portfolio are easy to understand, clearly communicated, and predictable on an ongoing basis.

 

INVESTMENT PRODUCTS

  • Advisory programs
  • Alternative investments
  • Annuities and insurance
  • Cash management
  • Equities
  • Fixed income
  • Exchange traded funds
  • Mutual funds

 

ACCOUNT TYPES

  • Brokerage accounts
  • College savings plans
  • Employer-sponsored plans
  • IRAs

 

SERVICES

  • Account services
  • Financial planning
  • Lending solutions
  • Trust services
  • Donor advised funds
  • Simple account consolidation

Account Types

ACCOUNT TYPES

  • Brokerage accounts
  • College savings plans
  • Employer-sponsored plans
  • IRAs

Services

SERVICES

  • Account services
  • Financial planning
  • Lending solutions
  • Trust services
  • Donor advised funds
  • Simple account consolidation