Zeniki Wealth Unveils Comprehensive Personal CFO Services to Transform Wealth Management

Zeniki Wealth launches its Personal CFO service to simplify wealth management for high-net-worth individuals, business owners, and professionals, offering customized strategies for complex financial needs.

Zeniki Wealth Personal CFO

United States, 2nd Jan 2025 – Zeniki Wealth has announced the launch of its Personal CFO service, offering a solution for high-net-worth individuals, business owners, and professionals navigating the challenges of complex wealth. The service provides tailored, holistic financial strategies designed to meet the unique needs of clients while removing the burdens associated with managing intricate financial landscapes.

Kyle Schlossman, Founder of Zeniki Wealth, brings extensive expertise as a CFA®, CPA, ABV, and MBA to lead this innovative approach. This white-glove service offers more than traditional financial planning, serving as a trusted advisor and single point of contact for comprehensive financial management.

Traditional Financial Planning Evolved

The Personal CFO service aims to fill a critical gap in traditional financial advisory models by addressing the frustration many clients experience when their needs surpass the capabilities of their advisors.

Kyle Schlossman commented:

“High-net-worth individuals, business owners, and professionals often feel overwhelmed by the constant demands of managing complex wealth. Our Personal CFO service lifts that weight off their shoulders, enabling them to enjoy life without the stress of financial management.”

By consolidating services such as tax planning, trust administration, and estate planning, Zeniki Wealth removes the inefficiencies and redundancies often found in traditional financial advisory setups. Moreover, clients enjoy a smooth, coordinated financial plan.

Tailored Financial Solutions

Zeniki Wealth’s Personal CFO service caters to a wide range of needs, including:

• Trust Planning & Administration: Ensuring seamless wealth transfer strategies.
• Alternative Investments: Providing access and insights into unique opportunities.
• Business Succession & Exit Planning: Guiding entrepreneurs through critical transitions.
• Proactive Tax Planning & Minimization: Reducing tax burdens through tailored strategies.
• Wealth Preservation & Transfer: Securing assets for future generations.
• Agent & Personal Representative Services: Offering direct representation for clients’ financial affairs.

This proactive and bespoke approach ensures that every aspect of a client’s financial life aligns with their goals and values. Furthermore, clients gain clarity and confidence in their financial decisions.

The Personal CFO Advantage

Zeniki Wealth’s Personal CFO model provides a clear edge over traditional financial services. It replaces impersonal, department-based solutions with a single dedicated point of contact. The service offers proactive, forward-thinking strategies instead of reactive approaches. Unlike standardized services, Zeniki Wealth delivers bespoke solutions tailored to unique client needs. Its fee-only fiduciary model ensures unbiased advice with no sales incentives.

With responsive service that transcends typical “banker’s hours,” clients experience relief and clarity, allowing them to focus on what truly matters in life.

Encouraging Reflection and Empowerment

Zeniki Wealth challenges clients to evaluate the effectiveness of their current financial advisors by asking:

• Has your wealth grown too complex for your advisor?
• Are you frustrated with conflicting advice from multiple specialists?
• Are you wondering if there’s a better way to manage your financial future?

Zeniki Wealth’s Personal CFO service provides clear and comprehensive answers, offering expert guidance and personalized solutions.

About Zeniki Wealth

Zeniki Wealth is a boutique financial advisory firm dedicated to delivering personalized, sophisticated solutions for high-net-worth individuals, business owners, and professionals. The firm’s Personal CFO service stands apart by offering comprehensive, fiduciary-focused financial strategies that prioritize transparency, trust, and tailored advice.

Media Contact

Organization: Zeniki Wealth

Contact Person: Kyle Schlossman

Website: http://www.zenikiwealth.com/

Email: Send Email

Country: United States

Release Id: 02012522147