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.