We founded Zeller Kern to bring a proactive and integrated approach to wealth management. We developed a new, unique approach to wealth advising – our Focused Wealth® Process. We also provide unique services which include Proactive Investment Management, Focused Wealth® Legacy Planning, Business Sale or Succession Planning, Wealth Vault® and a service to Integrate your Advisers – all designed to bring the facets of your financial life into one cohesive, intelligent whole. Our approach to wealth management is strongly proactive. We work to anticipate market trends so we can take early action. We also anticipate our clients’ needs in areas such as retirement planning, business exit planning, risk transfer and wealth transfer.