Traditional Investments
Founded by experienced and dedicated financiers, ZT Wealth has a long track record of dynamic wealth management and proven success in creating, sustaining and distributing wealth. Our firm is built on a proud tradition of well-planned investing. With the expert guidance of ZT financial advisors who are registered through EDI Financial, Inc. and EDI Investment Advisor Corporation, our clients can have a diversified portfolio of traditional and non-traditional investments.
Whether your concern is for Wealth Preservation, Capital Appreciation, Income Generation, Risk Management or Tax minimization, we can help. The following are some traditional investment vehicles we use to build a diversified portfolio:
Equities
Mutual funds
Private Placements
Unit Investment Trusts (UIT)
How can we help you? Contact Us now.
ZT provides practical solutions to complex financial situations. Their team takes the time to understand your complete financial situation in order to provide you with truly innovative solutions. I know that my future and my family are in safe hands.
- Chester Pitts, NFL Athlete
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