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ZT Wealth Advisory

(713) 627-2000

Strategic Process

We utilize advanced industry technology, fusing versatility with our seasoned expertise, to create financial plans individually tailored to your specific situation and timeline. Collaboration is a key part of our process. Our advisors meet one-on-one with you to carefully evaluate your investment desires and criteria, determine your risk tolerance, and clarify your goals and objectives. Once we have a fundamental understanding of your needs, we offer investment suggestions to build a diverse portfolio that is suited both for the market’s current path as well as possible and potential shifts in future market patterns. Along with financial planning, we provide solutions, estate planning consultations, and retirement planning to assist you in achieving your financial goals.