Independent Wealth Management for Individuals & Families
Helping real estate principals, business owners, and high-income professionals grow and preserve their wealth.
WHO WE SERVE
Real Estate Principals & Investors
We partner with individuals and families whose wealth brings important decisions, whether it was built, earned, or inherited.
Entrepreneurs & Business Owners
Aligning personal wealth with business growth.
Executives & Professionals
Turning high income into lasting wealth.
Retirees & Multigenerational Families
Making wealth last, and making confident decisions when it changes hands.
MEET YOUR TEAM
Boutique by design.
Institutional by background.
PPW combines personalized advice, institutional investment experience, and dedicated client service.
_edited_edited.jpg)
Mario A. Zumbo,
CFP®, CEPA®
Founder & Wealth Advisor
More than a decade at Charles Schwab, Fidelity Investments, and Goldman Sachs before founding PPW in 2023.
Berend van Roijen,
CFA, CAIA
Investment Research & Strategy
Founder of Split Creek Capital, an independent firm that partners with PPW on investment research. 15+ years at Bloomberg, Credit Suisse, and Goldman Sachs.
Lauren Desmarteaux
Client Service & Operations
15+ years in financial services, and often the first person clients call.
FEE-ONLY · FIDUCIARY · INDEPENDENT RIA · NO COMMISSIONS · DIRECT ADVISOR ACCESS · PRIVATELY OWNED · SERVING CLIENTS NATIONWIDE
HOW WE HELP
Thoughtful advice for complex financial lives
As an independent, fee-only RIA, we answer solely to our clients.
Investment Management
Disciplined, diversified portfolios designed around your goals and your broader balance sheet.
Tax Strategy
Investment and planning decisions made with your full tax picture in view, in coordination with your CPA.
Leverage & Financing
Objective guidance on when to borrow, refinance, or reduce debt, and at what cost.
Estate & Legacy Planning
Thoughtful estate and wealth transfer strategies, coordinated with your estate attorney, so your wishes are carried out as intended.
Liquidity Planning
Thoughtful preparation for significant cash events and the deployment of their proceeds.
Retirement & Income
A sustainable income strategy that supports your lifestyle without compromising your long-term wealth.
Balance Sheet Clarity
A consolidated view of your assets and liabilities so every decision is made with the full picture in view.
Professional Coordination
Working in concert with your CPA, attorney and other advisors so every decision is aligned.
