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ZEN WEALTH ADVISORS
ZEN WEALTH ADVISORS, LLC is a state-registered investment adviser in MARLBOROUGH, MA. The firm manages $40 million in assets, $26 million on a discretionary...
Overview
ZEN WEALTH ADVISORS, LLC is a state-registered investment adviser in MARLBOROUGH, MA. The firm manages $40 million in assets, $26 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
What is the firm's investment philosophy?
The public-facing philosophy centers on goal-based, tax-aware investing within a comprehensive financial-planning framework. The firm stresses alignment of portfolio construction with each client's liquidity needs, legacy objectives, and risk tolerance, rather than pursuing benchmark-relative returns or institutional-style asset-allocation models.
Who are the principals behind ZEN WEALTH ADVISORS?
The firm does not publicly name its founder or key investment decision-makers. This level of privacy is not unusual among specialized boutiques serving a small number of ultra-high-net-worth families, where client confidentiality extends to the principals' own professional visibility.
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