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Family wealth planning means meeting you where you are in life. We’re with you at every step.

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There’s no way to categorize your life. That’s why we look at the big picture, and work with you through every overlapping stage of your life.

Multi-Generational Families

Taking dafabet sportscare of your children. Stewarding parents into the next part of their life. Balancing legions of advisors, accounts, and other services.

We see the big picture and help you navigate the complexities for a secure, sustainable future.

Business Owners

You’ve worked hard on your business. You plan the day-to-day and look at the future. We’re here to look at your future.

From succession planning to selling to retirement to family planning, we’re the team that works for your best interests.

Business Executives

You’ve been working. You are successful. You are busy. dafabet appYour life is complex.

We’re here to be your trusted, long-term partner as financial decisions become harder and you need a sound team to advise you and point you in the right direction.

Young Professionals

You are young. You have accumulated some wealth. You want to build for the future.

We’re here to help you plan your future with smart investments and personal advice, from a team that understands you.

Our Entire Team is Dedicated to Your Future

You don’t just have one advisor. You have a team of partners, all of whom know you and understand what you demand from life. dafabet sportsAnd we work together to get you there.

Meet Our Team

Daniel R. Zuckerman, CFA

Partner & CEO

Michael P. Fisherman

Partner & Portfolio Manager

Keith R. Schicker, CFA

Partner & Portfolio Manager

Senior Client Service Advisor

David L. Frank, CFA

Senior Investment Analyst

A Partner Who Sees the Scope of Your Life

You’re successful at work. You might own a business — or businesses. You want to take care of your parents, your children, your family. You want to protect your future.

At Zuckerman, we see the big picture. We know dafabet bonus codethat you might be in many categories. You deserve a partner who sees the scope of your life, and all its possibilities. A partner who protects you from risk and takes advantage of opportunity. With Zuckerman, you have a team that understands you. Let’s get you where you want to go.