Zeniki Wealth is a recently launched wealth management firm in Tampa, FL that is uniquely positioned versus traditional “Wall Street” Firms.
As opposed to most financial advisors that focus solely on publicly traded investments, Zeniki serves as its client’s Personal CFO; providing them with bespoke, a la carte services that range from managing illiquid investments & real estate to helping them deal with mountains of paperwork. Zeniki collaborates closely with their clients year-round to simplify their complex wealth so they can genuinely enjoy what life has to offer.
We caught up with Kyle Schlossman (Founder of Zeniki) to learn more about what makes his firm different. “I started Zeniki to address what I saw as the industry’s shortcomings. Unfortunately, many big banks and Wall Street Firms are financially incentivized to push certain products and “solutions” that are great for them, but not necessarily best for the client, leading to biased advice and high fees. There’s also a myopic focus on public stock, leaving many other areas of wealth management as an afterthought.”
Zeniki tackles these issues through its commission free compensation structure, which promotes objective advice and by proactively managing all facets of a client’s wealth. Zeniki often picks up where others leave off; whether its tax and estate planning, asset protection or helping business owners with day-to-day management, clients receive a breadth of services that are rare in the industry.
Zeniki also simplifies the process by working directly with their clients’ financial and legal third parties (which can be a dozen or more), cutting them out of back-and-forth communication channels, helping them gather dozens of tax documents, reviewing 100-page documents on their client’s behalf and much more.
After switching to Zeniki, their clients are consistently surprised by 3 things:
- How much paying their previous advisors in hidden fees and how much they’re saving with Zeniki.
- How much extra time they have now that they’re able to outsource more of their finances to a Personal CFO.
- How much more clear and simple their overall financial picture has become.
Interested in Zeniki’s Personal CFO Services? Find out more below:
Free 2nd Opinion Service: FREE Second Opinion | Zeniki Wealth
Website Link: Zeniki Wealth | Personal CFO Services
