Jay Zongolowicz

With nearly 20 years of experience as a wealth management advisor, I have dedicated my life to helping clients protect and grow their wealth for their families and businesses. My mission goes beyond financial advice; it's about inspiring my clients to dream courageously and live with purpose. I believe in aligning values with actions, and I strive to create a safe and welcoming atmosphere where my clients can openly discuss what matters most to them.

Through a unique and thought-provoking process, I guide my clients in making some of the most significant planning decisions of their lives. I am committed to providing expert guidance and innovative solutions, preparing them for both the best and worst-case scenarios. Together, we develop customized plans and recommendations, and I work closely with them to ensure successful implementation.

My approach is rooted in building genuine, long-term relationships based on quality service and integrity. By doing so, I help my clients find confidence in their legacy, knowing they are well-prepared for the future.