Zermatt Wealth Partners

Financial ServicesUnited States2-10 Employees

Zermatt Wealth Partners (“ZWP”) is comprised of a team of complimentary and experienced professionals that work diligently to assist high-net-worth families, individuals, business owners and executives safely ascend to their financial peaks.  Our firm has nearly 40 years of experience guiding wealth creators and wealth recipients through their financial expeditions.  

Our process centers around preparing a detailed financial plan as the GPS and map to identify the most appropriate path forward for each client.  As major life and financial events occur, the plan is updated to help each client seek the most appropriate route to achieve their optimal financial outcomes.  

Once the initial financial planning work is complete, we design and implement an investment portfolio that we believe is best suited to achieve each client’s goals.  The investment portfolio is akin to the fitness and gear required to safely and efficiently propel a climber to the peak of a mountain.  Our investment team is well versed in all asset classes from stocks & bonds, active & passive, to public and private market investments.  The entire investing tool kit is at our disposal.  ZWP operates on a transparent, fee basis with clients, allowing our culture to be rooted in service and not sales.  This enables our firm to always strive to do what is in the best interest of each client.     

The Zermatt team acts as a gatekeeper to specialists in accounting, estate planning, insurance, consulting, investment banking and other areas crucial to the optimal after-tax growth and generational transfer of wealth.  These specialists act as the climbing grommets, ropes and portable bridge spans required in mountaineering, connecting generation to generation within a family’s legacy.

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