Our approach to wealth management

The Zielinski Investment Group serves as the central figure to strategically manage the four key areas of financial wealth: accumulation, protection, converting, and ultimately, transferring. When you and your family partner with our Team, you receive a customized wealth management plan that extends beyond the allocation of your assets. We work closely with our clients’ legal and tax advisors to effectively implement a holistic approach to wealth management. Our expertise allows our clients to know that their financial affairs are in order so that they can focus on living the life that they deserve.


Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding Your Financial Objectives — We begin by listening to understand you and your financial objectives.
  • Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies —Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions —We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — We regularly review your situation to help ensure your financial objectives are being met.




Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Aaron Gallardo

Trust Consultant

Bruce Crepea

Wealth Planning Consultant

Liz Jacovino, CFP®, CTFA

Wealth Strategist

Brian Tavano

Wealth Management Consultant