At Zavitz Insurance we go to great lengths to make sure that you, your business and your family is covered. We’ve built a 35+ year tradition in insurance and group benefits that has always included extensive wealth management expertise.
Enter our new brand: Zavitz Insurance & Wealth, a new look and a new name that says exactly what we do.
Wealth Management the Zavitz Way
You have a vision for your financial future. Building and protecting that wealth requires a plan. That’s where Zavitz’s wealth management team can help. Our Certified Financial Planners® provide long-term strategic perspective, and build your plan so that the professionals managing your investments, whether our partners or your own advisor, can grow the assets to support your vision.
Like the right insurance coverage, a custom financial plan helps translate hard work into long-term security. Our custom financial planning can help with decisions that help maximize growth and build wealth at stage of your career.
Whether our Certified Financial Planners® work with you directly, collaborate with your wealth advisor, or connect you to one of our trusted wealth management partners, Zavitz can help ensure that you meet your long term financial goals .
We may have evolved our brand, but what we offer and do for our clients stays exactly the same.
If you have any questions or comments please reach out! We’d love to hear from you. In the meantime, thank you for your continued support of Zavitz Insurance & Wealth.