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Zeches Wealth Management
Zeches Wealth Management is a father-son, multi-generational registered investment advisor. The firm acts as a family’s Chief Financial Officer, leveraging...
Overview
Zeches Wealth Management is a father-son, multi-generational registered investment advisor. The firm acts as a family’s Chief Financial Officer, leveraging tax and investment expertise for multi-generational families and business owners. Managing Partners are Edward J. Zeches, Jr., CPA, and Christopher P. Zeches, a CERTIFIED FINANCIAL PLANNER professional.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Tucson
Principals
Edward J. Zeches
Jr., CPA, Managing Partner
Christopher P. Zeches
CFP®, Managing Partner
Frequently asked questions
What is the AUM of Zeches Wealth Management?
The firm does not publicly report assets under management. No credible estimate can be derived from available data, and the figure is classified as undisclosed.
What investment strategy does Zeches Wealth Management follow?
No verifiable information about the firm's investment strategy, asset-class preferences, or portfolio holdings exists in public records. The firm's investment approach is not observable.
Does Zeches Wealth Management have any known portfolio companies or direct investments?
There are no publicly recorded portfolio companies, direct investments, or co-investment partnerships associated with the firm. Deal activity has not been disclosed.
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