We Advise and Plan for Your Family’s Future

We Advise and Plan for Your Family’s Future

We Construct Customized Investment Portfolios

We Construct Customized Investment Portfolios

We Ensure the Next Generation is Prepared to Inherit Wealth

We Ensure the Next Generation is Prepared to Inherit Wealth

Why Choose Us?

From financial counseling to asset management, our firm is built with a singular purpose in mind: to be your family’s trusted long-term partner.

We are here for you throughout the various stages of your life.

Building Wealth

Building Wealth

Whether you are single or recently married, busy raising your children or busy building your career, we are here to help you navigate the complexities of planning for your family’s future.

Life Changes

Life Changes

Life brings many changes, some expected and some surprising, some welcome and some unfortunate. Our specialized service takes the time to understand the nuances of your unique circumstances.

Transitioning Wealth

Transitioning Wealth

With first-hand experience on this matter, we have extensive knowledge about how to address this difficult challenge and best transition your wealth to the next generation.

Recent Content

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March 16th, 2021

2021 Best Places to Work for Financial Advisers

Zuckerman Investment Group named #8 on the InvestmentNews “2021 Best Places to Work for Financial Advisers” list

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February 10th, 2021

Complete 2021 Financial Planning Guide

As we dive into 2021, we wanted to highlight a few financial planning topics to consider for the year ahead. We have worked with a third-party firm to bring you financial planning updates and considerations in a wide variety of areas such as estate, tax, and retirement planning.

Introducing Our Team

Sherwin A. Zuckerman

Sherwin A. Zuckerman

Daniel R. Zuckerman, CFA

Daniel R. Zuckerman, CFA

Michael P. Fisherman

Michael P. Fisherman

Keith R. Schicker, CFA

Keith R. Schicker, CFA

Kambria M. Pavich, CPA

Kambria M. Pavich, CPA

Kelly Lavieri Palmer, CFA

Kelly Lavieri Palmer, CFA

Bill J. Tuebo, CFA

Bill J. Tuebo, CFA

William H. Enoch

William H. Enoch