With over 20 years of experience advising his client’s through both bull and bear markets, Jerry built his relationships with the same advice his father shared with him when he first got into the business: “Take care of your clients first and your career will fall into line”. The goal for Zelko Wealth Management is to participate in market growth while allowing our clients to sleep peacefully.
- Advisory Services
- Investment Management
- Retirement Planning
- Estate and Tax Strategy
- Insurance Review
- Risk Assessment
- Charitable Giving
- Education Planning
Jerry’s approach to wealth management is to invest using the same principals of large institutional investors such as the Yale Endowment Fund. There are three fundamental tenet’s that institutional investors adhere to:
- Maintaining a long-term asset allocation through thick and thin
- Managing risk through proper diversification of all asset classes and markets
- Finding the highest quality money managers for security selection
