Today's investment climate offers unprecedented opportunities. At Zapata Private Wealth Group, LLC, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

• A clear understanding of their financial goals

• A well-defined roadmap for achieving those goals

• Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a customized, cohesive financial strategy that fits their unique needs and helps them to pursue both short- and long-term objectives.

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