Achieving Financial Goals

We believe that our clients’ financial success is best served through a strong relationship and investment strategy that take the long view.

Our Team

ZWJ is privately owned by the eight principals of the firm, all of whom are CFA charterholders. Our team’s average investment experience exceeds 20 years, and our average age is 48.

Investment Philosophy

We emphasize steady growth of both principal and income by focusing on high-quality equity and fixed-income securities.

Client Experience

We help you define investment objectives and allocations. ZWJ is client centric, offering a high level of client service and communication.