Welcome to Zealand Wealth

Based in Southern California, Zealand Wealth Management is committed to shaping and executing a strategy that helps to advance your success into a lasting legacy. Our competitive advantage is grounded in extensive institutional investment management experience in addition to investment acumen derived from the Chartered Financial Analyst program.

We form strategic alliances with affluent families, business executives, and entrepreneurs. Our bespoke solutions position your existing success into a lasting financial legacy. Through the integration of detailed analysis and effective client relationship strategies, we deliver sound advice, cost-effective strategies, and risk-mitigation solutions.

Zealand Wealth prioritizes meaningful relationships over financial transactions. Our client relationships are designed to broaden your financial perspective and give you back time to focus on your core competencies. As your trusted advisor, we are committed to collaboratively crafting a financial legacy aligned with your goals and values.

We are your trusted ally in shaping a lasting financial heritage.