ZECHES WEALTH MANAGEMENT

Overview

Zeches Wealth Management is an independent registered investment adviser organized as an LLC that serves individual, family and institutional clients. The firm acts as a capital allocator, combining fee-based portfolio management and financial planning with the ability to select and oversee third‑party managers. Its advisory work centers on financial planning services, portfolio management for individuals and small businesses, and manager selection for portions of client portfolios. Fee arrangements include a percentage of assets under management along with hourly and fixed-fee engagements, allowing flexibility for both ongoing advisory relationships and one‑off planning or consulting assignments. The firm reports it is not an active ESG investor and does not present itself as a multi‑state adviser or pension consultant. Zeches maintains industry ties with accounting professionals, which appears to support client tax, reporting and coordination needs.

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Location & Offices