Comprehensive
FAMILY WEALTH MANAGEMENT

For Multi-Generational Families, Business Owners, Business Executives
& Young Professionals

Connect With Us Today

$1.5B+

in AUM (as of 3/31/2024)

300+

Families & Individual Clients

2005

Year Founded

100%

Employee & Family Owned

WHAT MAKES US UNIQUE

We are an independent firm with an intimate understanding of you and your financial needs

Our team takes the time to get to know you and your financial situation, ensuring that we provide an ongoing approach tailored to meet your goals, regardless of where you are in life. We are committed to offering personalized guidance and support every step of the way.

Independent

We are not owned or operated by a large corporate parent or private equity. We are an independent, boutique wealth management firm.

Employee & Family Owned

All owners are employees or members of the Zuckerman family. We are fully employee and family owned.

Aligned with Your Interests

We invest in what we recommend for our clients. When your account changes, so does ours.

High-Touch Ongoing Services

We are your long-term partner, providing personalized and attentive services every step of the way.

A Firm Built to Last

We are a younger team with a great succession plan; your partner today, tomorrow and for years to come.

We Love Research

Our internal investment team loves research and looks at the long-term while making investment decisions.

Our firm is built to help you and your family, wherever you are in life.

Our team of talented advisors builds a customized financial plan tailored to your unique needs to help you reach your long-term goals.”

Daniel Zuckerman, Partner & CEO

Our Experts Make the Markets Make Sense

Internal Investment Research Team. Daily Monitoring of Your Account. Customized Portfolios.

Our investment research team comprises seasoned financial experts with a deep understanding of market dynamics, economic trends, and investment strategies. The team uses a mix of active and passive investment strategies to construct your customized portfolio.

Learn About Our Investments

Meet with Zuckerman Investment Group

Let’s Talk About Your Future

No hard sales. No products to push. We just want to get to know you.