About

In today’s complex financial world, navigating wealth management can feel overwhelming.

At Zapata Private Wealth Group, we specialize in comprehensive financial planning, investment management, and retirement strategies to help individuals, families, and business owners pursue long-term financial success. Our mission is to provide personalized financial guidance that aligns with your unique goals—whether you’re planning for retirement, growing generational wealth, or protecting your assets for the future.

Comprehensive Wealth Management Services

We offer a full suite of financial services, including:

  • Investment Management: Optimize your portfolio with strategic investment planning tailored to your risk tolerance and long-term objectives.

  • Divorce Planning: Navigate financial transitions with confidence by ensuring asset division, retirement accounts, and future financial stability are strategically managed during and after divorce.

  • Retirement Planning: Pursue a secure financial future with tax-efficient retirement strategies, including 401(k) options, IRAs, and pension planning.

  • Estate Planning & Wealth Preservation: Preserve your legacy with estate conservation strategies, trust planning, and wealth transfer solutions.

  • Risk Management: Safeguard your assets with insurance planning and risk mitigation strategies designed to protect your financial foundation.

Why Choose Us?

  • Fiduciary Responsibility: We act in your best interest, providing transparent, client-focused financial advice.

  • Personalized Strategies: No cookie-cutter plans—every financial strategy is tailored to your needs.

  • Long-Term Partnership: We’re with you every step of the way, adjusting your financial plan as your life and the market evolve.

Start Your Wealth Journey Today.

Your financial future deserves professional guidance. Whether you're planning for retirement, growing your investments, or protecting your wealth for the next generation, we are here to help.

This communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.