Zandlo Wealth Advisors Employee Directory
Financial ServicesMinnesota, United States2-10 Employees
Zandlo Wealth Advisors operates in the financial services sector, providing objective and customized financial guidance to a focused group of individual clients and small business pension plans. The firm emphasizes a structured approach to advising, continuing the DIME process established by its predecessor to tailor recommendations to each client’s evolving economic environment. Located in Minneapolis, Minnesota, the company has evolved from North East Asset Management, with a transition completed in January 2023 as part of its ongoing client-focused service model. The business environment positions ZWA among specialized asset management and advisory practices that serve individual and small-plan clients seeking personalized financial strategies with an emphasis on independent, unbiased advice.