{"id":707391,"date":"2024-07-23T15:16:02","date_gmt":"2024-07-23T15:16:02","guid":{"rendered":"https:\/\/www.abnewswire.com\/pressreleases\/?p=707391"},"modified":"2024-07-23T15:16:02","modified_gmt":"2024-07-23T15:16:02","slug":"qa-with-wealthstone-private-wealth-managements-founder-zak-gardezy","status":"publish","type":"post","link":"https:\/\/www.abnewswire.com\/pressreleases\/qa-with-wealthstone-private-wealth-managements-founder-zak-gardezy_707391.html","title":{"rendered":"Q&A with Wealthstone Private Wealth Management’s Founder, Zak Gardezy"},"content":{"rendered":"

Question: Zak, you launched Wealthstone in March 2024.<\/strong>  Please tell us what led you to leave Morgan Stanley, where you excelled and were recognized twice as a Pacesetter. Your team was also recognized for two consecutive years by Forbes as a Best-In-State Wealth Management Team.<\/p>\n

Zak: I founded Wealthstone because I am passionate about in-depth financial planning and portfolio management. As an independent advisor, I can now leverage top-tier financial planning software and investment strategies that were previously inaccessible. For instance, we utilize Vanilla, a leading modern estate planning software, to analyze complex estate plans. This allows me to provide clients with a detailed analysis and suggestions for improvements. Vanilla is incredibly precise and even enables clients to create their own estate plans if they don’t already have one.<\/p>\n

Question: How did the first half of 2024 wrap up for your firm, and how do you foresee the second half going?<\/strong><\/p>\n

Zak: Wealthstone had an incredible first half of the year, with tremendous growth. This success is entirely due to my clients, whom I deeply value. The trust they place in me to manage the wealth they have spent their lives building, or in some cases, many generations, is a solemn responsibility I take very seriously. I promised my clients that I would never “pawn” them off to junior advisors, a common practice in our industry. My clients are the foundation of Wealthstone, and I deeply appreciate their trust and the referrals they provide.<\/p>\n

Question: What drives you every day?<\/strong><\/p>\n

Zak: God, my family, and my clients motivate me every day. I strive to improve every day and be a better version of myself. I put my faith in God, work hard for my beloved family, and tirelessly strive to be the best advisor for my clients. I believe that with hard work, consistency, and faith in God, nothing can stop you.<\/p>\n

More info: www.wealthstonepwm.com\/about-us-zak-gardezy<\/a><\/p>\n

Media Contact<\/span>
Company Name:<\/strong> Wealthstone Private Wealth Management<\/a>
Contact Person:<\/strong> Zak Gardezy CFP\u00ae, Founder & Private Wealth Advisor
Email:<\/strong> Send Email<\/a>
Phone:<\/strong> (480) 973-3560
City:<\/strong> Scottsdale
State:<\/strong> Arizona
Country:<\/strong> United States
Website:<\/strong> https:\/\/www.wealthstonepwm.com\/about-us-zak-gardezy<\/a><\/p>\n

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Question: Zak, you launched Wealthstone in March 2024.  Please tell us what led you to leave Morgan Stanley, where you excelled and were recognized twice as a Pacesetter. Your team was also recognized for two consecutive years by Forbes as … Continue reading →<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[401,439,437,411,404],"tags":[],"class_list":["post-707391","post","type-post","status-publish","format-standard","hentry","category-Business","category-Leisure-Activities","category-Lifestyle","category-Technology","category-US"],"_links":{"self":[{"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/posts\/707391","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/comments?post=707391"}],"version-history":[{"count":0,"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/posts\/707391\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/media?parent=707391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/categories?post=707391"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/tags?post=707391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}