Comprehensive Wealth Management

Built for Apple Employees

Apple is different. Your financial advisor should be too.

Advice Designed with You in Mind

Your financial situation is unique. A significant portion of your compensation and net worth is Apple shares. Decisions you face about RSUs, financial planning, estate & tax strategy and asset management require individually tailored solutions.

Your team at Zuckerman Investment Group understands this dynamic. With a concentration of Apple employee clients, we have the experience and expertise necessary to craft the customized advice you need and deserve.

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How We Serve You

Navigating every aspect of your financial situation, together.

Concentrated Apple Holdings

We believe in a thoughtful, personalized approach to diversification, not in blindly following rules meant for all. Sometimes selling your Apple shares may make sense, other times it may not. We combine a deep understanding of your financial situation with a disciplined evaluation of Apple shares to recommend the best choice for you.

Other Asset Management Services:

• Investment Strategy
• Asset Allocation
• Evaluation of Private Investment Opportunities 

RSUs and ESPP Shares

A significant portion of your compensation is Apple shares, the value of which varies over time. Deciding what to do upon vesting or whether to participate in the ESPP can be difficult. As investment researchers and financial planners, we have the holistic perspective necessary to help you make the right choice.

Other Compensation & Benefits Services:

• Deferred Compensation
• Retirement Benefits
• Health Benefits
Life Insurance

Estate & Tax Strategy

Taxes impact every financial decision that you make. Acting tax consciously can yield significant long-term benefits. Every step of the way, we advise you based on a thorough analysis of your overall tax situation, accumulating small savings that can eventually grow into larger sums.

Other Estate & Tax Strategy Services:

• Estate Planning
• Multi-Generational Planning
• Succession Planning

Liquidity Management

Liquidity management is critical to building wealth. An effective financial plan and the right asset allocation are not possible without first understanding your liquidity requirements. Working together, we identify your cash needs and any potential contingencies, laying the foundation for your long-term success.

Other Financial Planning Services:

• Financial Planning
• Retirement Planning
• Financial Projections
• Scenario Analysis

Why We’re the Right Fit for Apple Employees

Don’t settle for a generic financial advisor offering generic advice. Work with a trusted, long-term partner who understands your unique financial situation, has done it all before and offers the personalized, high-touch service you deserve.

Together, we’ll create a comprehensive strategy that empowers you to achieve your financial goals.

 

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Proven

We have years of experience working with executives in the tech industry, including Apple employees, and understand how to blend your unique asset allocation, compensation structure, liquidity requirements and tax situation into a cohesive financial plan customized for your future success.

Comprehensive

We take a holistic approach to wealth management, working with your accountant, estate planning attorney and full team of advisors to optimize every aspect of your finances.

Investors First

We are investors and researchers, not salespeople or asset allocators, singularly capable of making disciplined, data-driven decisions about concentrated stock positions, vesting RSUs and ESPP subscriptions.

Aligned Interests

We invest directly alongside our clients, fully aligning our interests with your own.

$1.5B

in AUM (as of 3/31/2024)

300+

Families & Individual Clients

2005

Year Founded

100%

Employee & Family Owned

Sit down with us so we can learn about your goals, hopes, and dreams.

Let’s Talk About Your Future

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