Zeller Kern Private Wealth Management Inc

Zeller Kern Private Wealth Management Inc is an independent wealth advisory firm located in Gold River, CA. They specialize in providing comprehensive planning, investment management, and wealth preservation solutions for high net worth individuals, families, business owners, and physicians. With a team of experienced professionals, they offer personalized services to help clients grow, protect, and manage their wealth, whether it's for retirement planning, investment management, business exit planning, or reducing tax burdens.

As an independent firm, Zeller Kern uses no proprietary investments and focuses on objective, tax-efficient, and risk-aware strategies to manage clients' investment portfolios. They also offer services to business owners, including building business value, developing exit plans, and protecting assets from risk and creditors. With their thoughtful and comprehensive approach, backed by personalized service, Zeller Kern aims to simplify clients' financial lives and help them achieve their wealth goals.

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