Core Services
Advanced Planning for Complex Wealth
Stock compensation, business sales, and estate transitions carry layers of financial and tax implications. As advisors, including one CERTIFIED FINANCIAL PLANNER™ professional and both Certified Exit Planning Advisors, we apply technical expertise and a disciplined process to guide clients through pivotal decisions with clarity and confidence.
Comprehensive Financial Planning
We begin with a full view of your financial life—investments, taxes, insurance, estate priorities—and design an integrated plan that links today’s choices with tomorrow’s goals. Every recommendation connects back to what matters most to you and your family.
Tax Planning & Strategy
Taxes affect almost every financial choice. We work directly with your CPA to plan ahead for equity compensation, business sales, income needs, and family wealth transfer. Our goal is to help you keep more of what you earn and avoid surprises later.
Exit & Business Transition Planning
Selling a business is often the biggest financial event of an owner’s life. As Certified Exit Planning Advisors, we help you prepare early: structuring the sale, planning for taxes, and managing your proceeds after the transaction. Every step is designed to protect the value you’ve built and position you for what comes next.
Investment Management
Your portfolio should serve a purpose. We build and manage investments to address your goals, time horizon, and comfort with risk. Each decision considers tax impact, cost, and long-term consistency.
Charitable Giving
We help clients give intentionally, using tools like donor-advised funds, charitable trusts, and qualified charitable distributions. These strategies allow you to support causes you care about while helping maintain tax efficiency and long-term flexibility.
Stock & Executive Compensation Planning
We help corporate executives make the most of complex compensation plans. That includes stock options, RSUs, and other equity benefits. Our approach helps bring clarity to vesting schedules, diversification, and tax timing so your rewards align with your broader plan.
Estate Planning & Wealth Transfer
We coordinate with your attorney to put effective estate and gifting strategies in place. The focus is on reducing unnecessary taxes, simplifying administration, and ensuring your wishes are clearly carried out. We also help families communicate openly about legacy and intent.
Retirement Income Planning
Retirement should feel well planned. We design withdrawal strategies that make sense for your tax situation, lifestyle, and future needs. The goal is steady income and confidence that your plan can adapt as life changes.
Risk Management & Insurance Planning
We review your existing coverage for life, disability, liability, and long-term care. When gaps appear, we offer practical ways to close them. The aim is to protect your family and keep your broader plan intact when life takes an unexpected turn.
Asset Location Strategy
Where your investments are held can be as important as what they are. We organize assets across taxable, tax-deferred, and tax-free accounts to help reduce the drag of taxes over time.
Neither Zinn Wealth Management nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Working With Us
Partnership Defined by Presence
Our service model is intentionally limited, allowing us to provide every client direct access to both advisors and open communication throughout the year. We strive to reach out when planning opportunities arise, not after they’ve passed.
Direct Access to Decision Makers
Your relationship is with the advisors managing your wealth, no layers between you and the people making the decisions.
Open Communication
We Review your plan on a specific cadence. When tax laws evolve or markets create opportunity, you should hear from us first.
Coordinated Professional Team
We bring your CPA, attorney, and other professionals into the planning process. Each meeting is structured to ensure every member of your advisory team is aligned and informed.
How We Work Together
A Structured Approach to Complex Planning
Every engagement follows a disciplined process designed for clarity and accountability. You’ll always know what to expect and what comes next.
Discovery & Understanding
1
We start by listening. What are your goals? What keeps you up at night? What does success look like for you? We gather information about your current situation, your assets, and your concerns.
Strategy Development
2
We analyze your situation and develop recommendations tailored to your specific circumstances. This includes tax planning, investment strategy, estate considerations, and risk management.
Collaborative Review
3
Together, we walk through each recommendation. When appropriate, we invite your CPA or attorney into the conversation to ensure alignment.
Implementation
4
Once you’re comfortable with the plan, we handle the details—opening accounts, transferring assets, implementing strategies, and coordinating with your other professionals.
Ongoing Partnership
5
Financial planning isn’t a one-time event. We review your plan, reach out when situations change, and available to meet to help keep everything on track.
