Zagari Simpson & Associates

Zagari Simpson & Associates is a family wealth management company that provides clients with effective financial guidance at key points in their lives. We are recognized by our due diligence process that provides our clients with extraordinary resources to help them better prepare for their eventual retirement and ongoing financial needs. Our daily... working hours is specifically allocated to client meetings, consultations, research, Q&A with several world-class investment managers & economists. Unlike other financial institutions or financial advisors; that have built their business models based on client asset gathering strategies, we have developed a process of attracting new clients who share our belief that if you are going to pay for professionals to manage your money, majority of that billable time should be spent on due diligence and not on prospecting for new clients. We have carefully developed a method known as the My Planning® Process for those who want to make the most of their money.Read More