Zeller Kern Private Wealth Management is Now Zeller Kern Wealth Advisors

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Zeller Kern Private Wealth Management, an innovative fee for service advisory firm, has changed its name to Zeller Kern Wealth Advisors.

Zeller Kern Private Wealth Management, an innovative fee for service advisory firm, has changed its name to Zeller Kern Wealth Advisors. The decision was based on the continued expansion of their planning capabilities and depth of services that have developed over recent years, making Zeller Kern much more than a wealth management firm. “Our planning capabilities run pretty deep” says Steven Zeller, President and Wealth Adviser for Zeller Kern. “We serve not only private clients and their families, but also provide an array of planning expertise for business owners.”

Over the past several years, the advisers of Zeller Kern have become credentialed and proficient in providing planning solutions for business owners that include, helping them build the value of their business, creating a successful exit plan, protecting their assets, developing a family legacy plan, and more. Zeller Kern is focused on becoming the most respected firm in Sacramento, and the premier wealth advisor for individuals, families and business owners. http://www.zellerkern.com 1-916-436-8270, askme(at)zellerkern(dot)com.

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Lisa Matenaer
Zeller Kern
+1 (916) 436-8270
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since: 01/2011
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