An investment philosophy centered on wealth preservation
Once people have accumulated a significant level of wealth, greater emphasis is often placed on capital preservation. At Zizmer-Jones Private Wealth Management Group, we are always mindful about the fact that it’s your money – and first and foremost, we should not jeopardize it by taking needless risks or investing in highly speculative investments. We also respect the importance of mitigating taxes and shielding your assets from liability.
Our mission is to develop an investment plan and portfolio that accurately reflects this philosophy of preservation and build a portfolio for you based on a careful analysis of market and economic data, while capitalizing on potential market opportunities when appropriate.
Please note that changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James financial advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
