With more than fifteen years of experience in financial planning and investment management, Zack Peretzky has the accumulated knowledge and perspective to help you with your financial goals. Zack understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk. Zack will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you. Zack endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Zack designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Zack puts it into action and reviews its performance for opportunities to adapt to life changes and new goals. Zack began his career in financial services in 2008 and previously spent six years with Robert Leshner & Associates, Inc. followed by five years at Fidant Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. Today, Zack provides financial and estate planning through the use of equities, fixed income securities, managed money, and education savings plans and more through Raymond James.
A native of Cincinnati, Oh, Zack resides in Cleves, Oh. Away from the office, Zack enjoys spending time with his wife, Sherri, and three children - Max, Ellie, and Arlo. He is an avid reader and enjoys hiking and camping with family & friends.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.