Investment Services

Zuraw Financial Advisors believes in transparency and diversification in investing for the long-term. We are registered with the Securities and Exchange Commission as a Registered Investment Adviser and are therefore held to a fiduciary standard.

Our holistic approach is to help clients make the most of their assets and enhance their quality of life. This approach integrates your financial plan, estate plan, life plan, and investment assets into your personal vision and wealth goals. We mentor clients in this process and provide leadership to make decisions consistent with their personal values.

Clients who take a holistic approach build a lifetime vision and pursue their goals with clarity and focus. They have confidence in their decisions, understand how each part of the plan contributes to the big picture, and are better equipped to apply discipline along the way.

Working largely with families, couples, and women, we offer a number of services, including:

Investments

We specialize in investment management, helping clients create a portfolio that produces an appropriate diversification based on their goals and risk tolerance. Professional investment management may provide investors access to investments they may not have otherwise. We believe in investing for the long-term with limited turnover and benefitting from the compound impact of building assets over a lifetime. We can assist clients with:

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)

Additionally, we have a relationship with Dimensional Fund Advisors, which is one of the largest privately held institutional investment firms. What makes Dimensional’s approach unique is each of its funds follows a strategy based on rigorous academic research. For more information, visit Dimensional's website at http://us.dimensional.com.

Personalized Planning

Financial planning is the process of identifying financial goals and creating a roadmap for how to achieve them. We use the latest secure technology with web access as a method to analyze your personal information. We start with a balance sheet and cash flow analysis. The primary objective is to determine how to build and preserve assets, while also planning for the future. We frequently use financial planning as the stepping-stone for investment management. A financial plan is always a “work in progress-process.” We can assist clients with:

  • Financial Planning
  • Retirement Planning
  • Asset Allocation
  • Estate Planning

Divorce Planning Available to our Clients

Experiencing a divorce is hard enough; simultaneously planning for the future can make it that much more difficult. Couples divorcing face a significant change in their financial situation. For women who haven’t previously managed their finances or investments, they are now faced with the overwhelming task of doing so. As a Certified Divorce Financial Analyst®, Ann has the knowledge and experience to work closely with women experiencing a divorce, providing thorough knowledge and understanding of the often-complicated financial decisions dealt with in a divorce. Ann is a member of the Institute for Divorce Financial Analysts (IDFA™).

Investment Strategy Submission Form