FREehold, NJ · palm coast, flEmpowering
families across
generations
We are dedicated to pursuing an unequaled standard of excellence through personalized, values-based financial planning — helping clients live life by design, not by default.
Our PhilosophyA team approach that
delivers broader perspective
At Zonin Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides added value to our clients. We work with families across the country to improve the quality of their lives — recognizing that each individual has a unique set of needs, goals, and aspirations.
We will be your lifetime financial coach, providing comprehensive wealth and investment management strategies to generations of families.
What we doComprehensive Wealth Services
01
Retirement Planning
Strategic income planning so you know exactly where your retirement money will come from — and can live confidently on your terms.
02
Estate Management
Manage your affairs during your lifetime and control the distribution of your wealth after death with a sound, personalized estate strategy.
03
Tax-Efficient Investing
Some taxes can be deferred, others managed. We help you navigate the impact of taxes on your financial efforts with careful, consistent preparation.
04
Insurance Strategies
Transfer the financial risk of life's events with tailored personal, liability, and life insurance strategies that protect what matters most.
05
Divorce Financial Planning
As A CDFA®-certified advisor, Kami will help you understand exactly what you're negotiating for — with clarity and confidence — before you sign.
06
Business Owner Planning
From exit strategies and succession planning to key-person protection and buy-sell agreements, we help business owners protect, grow, and transition the wealth they've built.
"
Empowering families across generations with financial wisdom and enduring strategies for a prosperous future.
— Zonin Wealth Management
Ready to Build your financial future?
Schedule a complimentary consultation — we'd love to learn about your goals.