Greg & Walt offer investment advice and portfolio management services. They clear trades through Charles Schwab & Co. We are licensed to trade stocks, bonds, exchange traded funds, mutual funds, & options. We are focused on investments and making clients money.
We do not “cross-sell” insurance, annuities, or real estate. We also do not do estate planning or accounting work. We will refer clients to other professionals we trust (with no “kick back” arrangements) for those services.
Keeping fees low for our clients and investing for both growth and value (depending on the current market) are our objectives. Zanetti Finanical is averse to “fee layering.” Therefore, high commission products and products with multi-year surrender fees are avoided.