Financial Services

How do you measure success?

What is your level of financial comfort?

Are you taking advantage of the next global market?

For over a dozen years, the financial and business experts at ZT Wealth have partnered with their clients to create, sustain and distribute wealth through a range of Traditional, Alternative and Equity Investments. Founded by experienced financiers, ZT has the vehicles to satisfy both your investment goals and risk tolerance for both your business and personal portfolios.

Let us help you design a smooth, symbiotic and comprehensive plan that encompasses your personal and business finances. We will assess your Financial, Retirement and Estate Planning all in one.

 

Our commitment to Confidentiality and Security: We maintain physical, electronic and procedural safeguards to ensure the safety of your personal account information. We also restrict access to your personal and financial data to authorized representatives of EDI Financial, Inc. and First Southwest Company who have a need for these records. We require all nonaffiliated organizations to conform to our privacy standards and are contractually obligated to keep the information provided confidential and used as requested. Furthermore, we will continue to adhere to the privacy policies and practices described in this notice even after your account is closed or becomes inactive. We will continue to conduct our business in a manner that conforms with our pledge to you, your expectations and all applicable laws.

All investment strategies have the potential for profit or loss.  Investments may lose value. Changes in investment strategies, contributions or withdrawals may materially alter the performance, strategy and results of your portfolio.  Performance results reflect the reinvestment of dividends and capital gains.

Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.

Different types of investments involve varying degrees of risk, and there can be no assurance for a client’s investment portfolio. 

Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly on our website, or indirectly via hyperlink to any unaffiliated third-party website, will be profitable or equal to past performance.