Z Wealth Solutions represents the culmination of decades of experience in the financial services industry. Based in South Florida and serving a truly national client base, our firm is the result of the collaboration between co-founders Michael Zager and Ronald Weinberg.
We consider ourselves a boutique establishment with a focus on delivering an unparalleled service experience that is both responsive and personal. We take seriously the trust our clients place in us, and hold ourselves to the highest standards.
Our clients are high net worth individuals including entrepreneurs, athletes, celebrities, corporate executives and professionals in the fields of finance, law and medicine.
We also advise institutional clients in the areas of executive benefits and compensation.
Meet our team
Our support team is happy to assist you with any questions you may have.
Melissa is a service specialist with a focus on handling our clients’ investment-related needs. Melissa’s responsibilities include processing all of the paperwork associated with securities and retirement planning products. Melissa also provides general administrative and marketing support to our practice.
Shirley is a service specialist with a focus on handling our clients’ insurance needs. Shirley’s responsibilities include processing and completing insurance applications, following up on case status, scheduling medical appointments, obtaining medical records, and scheduling appointments.