Zuma Wealth is a boutique wealth management firm that offers a holistic approach to financial planning. The company focuses on creating tailored investment portfolios, retirement planning, estate planning, and comprehensive financial strategies designed to meet the unique goals of its affluent clients. As a Registered Investment Adviser (RIA), they operate under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services are built on a foundation of personalized relationships and in-depth financial analysis.

Founded in

United States