Our Services

What does wealth mean to you?

Your answer to this question informs everything we do. At Zizzi Investments, our aim is to help clients embrace growth as a way of life.

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Our Services

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INVESTMENT Management

We provide continuous advice regarding the investment of your funds based on your personal needs and values.

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Financial Planning

In collaboration with a Certified Financial Planner, we develop and help you implement your personalized financial plan. We offer both ongoing and project-based financial planning.

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Retirement Plan Consulting

Zizzi Investments provides retirement plan consulting to help plan sponsors and fiduciaries monitor their company’s participant-directed retirement plans. We provide expertise in areas such as investment options, plan structure, and participant education.