Wealth Management Approach

"Buy a stock the way you would buy a house. Understand and like it such that you'd be content to own it in the absence of any market."  - Warren Buffet

At Zalayet, Adler & Suba Private Wealth Management Group, we are committed to providing you with informed perspectives to help you meet your wealth management needs. We begin with a deep understanding of your financial priorities and then put strategies into place to help achieve your goals.

Together, we can explore your needs as we work to help you build, manage, preserve, and transfer your wealth.

A Planning-Based Approach to Wealth Management

Our team designs a personalized plan that puts all of the pieces together that impact your financial life. We work to translate your vision for the future into an actionable plan to address your current and future financial, lifestyle, and gifting needs. The result is an organized plan that addresses what matters most to you. We craft and implement wealth building strategies around your short, intermediate and long-term goals.





Step 1. The objective of our first planning meeting is to review where you are now and where you’re headed, so we can map out a personalized blueprint for how you will reach your goals.

Helpful planning resources include:

Click Here for: My Planning Profile Worksheet

Financial Analysis Fact Finder 

Financial Checklist

We work together to organize and bring clarity to your financial life. We talk about what we can control and identify areas where we need to focus. Based on your goals, dreams, values and financial circumstances, we draw on our deep experience and highly committed team to create a written plan that details the savings and spending steps required to help achieve your goals.

Step 2. We share information about our team, review our key tenets, investment philosophy and answer any of your questions. Once we have discussed your plan and have had time to get to know each other, we determine if there is a good mutual fit for an ongoing advisory relationship. Next, we overlay investment strategies to help you reach your short, intermediate and long-term financial goals.










Step 3. Life is unpredictable. It has a way of throwing new opportunities and unexpected challenges our way. If your life changes, your Financial Life Plan offers the flexibility to adjust your investments and time horizons to changes in your life. We may facilitate communication and information among all other professional advisors you work with including attorneys and CPAs to ensure your plan is in sync with your life.









Step 4. Ongoing Communication. Planning is an ongoing process. We meet with you to review and adjust your plan, so it stays up to date. By tracking your ongoing investment results against your goals, you should always be able to easily answer the question, “Am I on Track?”

Wells Fargo Advisors does not provide legal or tax advice.