As the third generation of Steinhandler Wealth Advisors, Zachary Steinhandler learned from a young age to treat his clients like family. Zak always takes a personalized approach to his clients' portfolios because, as a son, a father and a husband, he's learned that the secret to serving people and their best interests is to truly listen to them.
Now, as an Investment Advisor Representative and President of SWA, he takes an active interest in his clients' lives and their families, learning what they love, what they fear and what keeps them awake at night so he can offer comprehensive solutions to help them reach their lifelong goals.
He uses his expertise to maximize principal preservation, growth, income planning and wealth transfer for families and small businesses, prioritizing actionable advice rather than one-size-fits-all financial plans.
Family is at the heart of everything Zak does. Whether he's helping his clients figure out how to fund their child's education or taking time out for his own children's soccer, basketball or tennis games, Zak knows that each action he takes has a far-reaching impact in the lives of those he serves and the people he loves.
Website: www.steinhandlerwa.com | LinkedIn: www.linkedin.com/company/steinhandler-wealth-advisors
