Our Wealth Management Solution The Zielinski Investment Group gives you the ability to organize all your advisors and assets and consolidate them in the same place at the same time. Imagine a single platform through which all your financial matters may be managed. Your assets. Your private documents. Your wealth management and estate plan. Your retirement and cash flow models. Our team helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.
We organize your assets, asset allocation strategy, insurance, and your wealth management and estate plans to help simplify, consolidate and integrate every aspect of your financial future.
Organize, Consolidate and Integrate Your Finances: