Question: Zak, you launched Wealthstone in March 2024.  Please tell us what led you to leave Morgan Stanley, where you excelled and were recognized twice as a Pacesetter. Your team was also recognized for two consecutive years by Forbes as a Best-In-State Wealth Management Team.

Zak: I founded Wealthstone because I am passionate about in-depth financial planning and portfolio management. As an independent advisor, I can now leverage top-tier financial planning software and investment strategies that were previously inaccessible. For instance, we utilize Vanilla, a leading modern estate planning software, to analyze complex estate plans. This allows me to provide clients with a detailed analysis and suggestions for improvements. Vanilla is incredibly precise and even enables clients to create their own estate plans if they don’t already have one.

Question: How did the first half of 2024 wrap up for your firm, and how do you foresee the second half going?

Zak: Wealthstone had an incredible first half of the year, with tremendous growth. This success is entirely due to my clients, whom I deeply value. The trust they place in me to manage the wealth they have spent their lives building, or in some cases, many generations, is a solemn responsibility I take very seriously. I promised my clients that I would never "pawn" them off to junior advisors, a common practice in our industry. My clients are the foundation of Wealthstone, and I deeply appreciate their trust and the referrals they provide.

Question: What drives you every day?

Zak: God, my family, and my clients motivate me every day. I strive to improve every day and be a better version of myself. I put my faith in God, work hard for my beloved family, and tirelessly strive to be the best advisor for my clients. I believe that with hard work, consistency, and faith in God, nothing can stop you.

More info: www.wealthstonepwm.com/about-us-zak-gardezy

Media Contact
Company Name: Wealthstone Private Wealth Management
Contact Person: Zak Gardezy CFP®, Founder & Private Wealth Advisor
Email: Send Email
Phone: (480) 973-3560
City: Scottsdale
State: Arizona
Country: United States
Website: https://www.wealthstonepwm.com/about-us-zak-gardezy