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Forbes Best-in-State Wealth Management Teams 2023

We are so honored to be recognized on this distinguished list. As a team, we have always followed our passion for helping our clients achieve their goals and dreams. We help guide and support them during favorable and challenging times alike in our clients' lives while navigating geopolitical and economic gyrations. We thank our clients for their trust and confidence and look to support them and future generations as our team continues to build a legacy practice to serve our clients for decades to come.   

2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Committed to helping achieve your financial goals through customized,
unbiased, and independent advice.

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We believe that what you do today will lay the foundation for the future. Using a planning-focused approach, coupled with risk-managed investment strategies, Zalayet, Adler & Suba Private Wealth Management Group helps put your financial picture in focus.

Working together, we create your personalized Financial Life Plan—based on your unique goals and time horizons, driven by your values and managed by professionals—so you can have confidence in your journey toward financial success and a secure tomorrow.

Our clients seek our advice, knowledge, discipline, guidance, and partnership in making important decisions in their financial lives.

 

Financial Life Management

Today’s financial world requires greater access to experience, resources and technology than ever before. It’s been our priority to continually advance our practice and offer clients the highest level of proactive, cutting-edge wealth planning strengthened by experience investment discipline and collaborative insight. Our team is committed to streamlining your total wealth management experience while delivering exceptional client service.

Comprehensive Wealth Planning

We create a personalized financial life plan focused on the details of your unique financial life. This includes planning for short, intermediate and long-term personal goals such as retirement and college for individuals, life partners, and families. Learn More 




Lending

Through our Wells Fargo affiliates, you have access to a wide variety of lending products and services. This includes residential mortgages, securities based lending, and business financing.* Learn More 



Insurance Strategies

We incorporate risk mitigation through term and permanent life, long-term care and umbrella insurance strategies to help protect your wealth. Learn More

Investment Management

Our Portfolio Managers oversee sophisticated stock, bond, mutual fund, ETFs and options investment strategies using fundamental and technical analysis.  We also advise on company stock, management of concentrated stock in portfolios and helping manage risk for stocks that have large gains with potentially high tax ramifications. Learn More 



Sustainable & Responsible Investing

This planning facet connects your visions and values to your wealth plan and investment strategy. Learn More  



Social Security & Medicare Planning

Our team helps you navigate the complexities of Social Security and Medicare and advise on when to being receiving social security to maximize benefits. Learn More  

*Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. AAA Equal Housing Icon.jpg

Enjoy access to One Team, in One Place for all your financial needs.


We focus on every detail of your financial life and communicate with you along the way to provide a tailored and coordinated experience.