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.

two young men leaning into a sprinters pose at the start of a race

Our Services

birds-eye view of soccer field with a game is session


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

a male and female sprinting up an outdoor staircase

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.

a dad and young daughter playing basketball in their driveway

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.