Sacramento Office
916.436.8270


   
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    The Sacramento Region’s leading wealth advisor for business owners.
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    Solutions for a secure and thriving retirement.
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    A fee-for-service, credentialed wealth advisory built on trust and experience.
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    Effective solutions for growing and preserving your wealth.
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    Personalized service and the care you deserve.

Retire with Confidence
Your transition into retirement requires careful consideration and planning. Learn how we can help you plan for retirement with our thoughtful and comprehensive process, backed by our personalized service.
Retire with Confidence
Simplify Your Life
with Wealth Vault®

Zeller Kern’s exclusive Wealth Vault organizes data on everything you own in one secure place and is updated daily, so you can get a view of your bottom line at any time, from anywhere in the world.
Simplify Your Life
with Wealth Vault®
Building the Value
of Your Company

Our Value Builder System identifies the financial gap between where your business is today and where it needs to be in the future and creates a process to help increase the value of your business.
Building the Value
of Your Company
Preparing for a Business Exit
As a business owner, the most important decision you will ever make is when and how to exit your business. Learn how we can help you prepare for this important event.
Preparing for a Business Exit
Why Choose Zeller Kern?
Zeller Kern is an independent, credentialed, fee-for-service wealth advisory that provides comprehensive planning, investment management and wealth preservation solutions for high net worth business owners and physicians, individuals and families.
Why Choose Zeller Kern?
Managing Your Investments
Our advice is independent. We use no proprietary investments. We carefully plan, manage, and monitor your investment portfolio according to your specific wealth objectives in a way that is objective, tax-efficient, and risk aware.
Managing Your Investments