Zachary Jaro is a senior wealth advisor with Baker Tilly Wealth Management, LLC. He has more than nine years of experience providing fiduciary advisory services to high-net-worth executives, business owners and families throughout the country. Zach draws on his experience in navigating complex financial markets to guide clients through comprehensive financial planning, integrating various tax and wealth management solutions.
Prior to joining Baker Tilly, Zach was an integral part of growing a Milwaukee-based Registered Investment Advisory (RIA) firm. Zach’s primary role was providing holistic planning to clients that connected wealth, tax, retirement, insurance and estate synergies. He continued advising clients and was the lead portfolio manager for an independent advisor of Raymond James. Zach's investment philosophy centered around risk mitigation, diversified portfolio construction and active management.
Zach began his career as an advisor at a premier financial services firm where he serviced hundreds of business retirement plans and aided in plan construction, investment selection, participant engagement and due diligence.
- Crafts holistic financial plans that encompass investment management, retirement planning, legacy planning, tax optimization and risk management
- Oversees and makes decisions about investment portfolios by strategically selecting and balancing assets based on market conditions, risk tolerance and investment objectives
- Develops comprehensive strategies to optimize tax efficiency and minimize tax liabilities
- Assesses clients’ needs and risks to recommend and implement appropriate insurance policies to provide financial protection
- Advises clients on a variety of financial topics to help improve financial literacy and decision-making
- CERTIFIED FINANCIAL PLANNER™
- “It’s a wonderful life…thanks to insurance protection,” June 2023
Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Baker Tilly Wealth Management, LLC is a registered investment advisor. Baker Tilly Wealth Management, LLC is a controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC
