Lovingly planting seeds of abundance

Unlock Your Financial Potential

At Zapata Private Wealth Group, we believe financial planning is more than numbers—it’s about alignment, purpose, and securing a future where you can thrive. Our mission is to guide you on your wealth management journey, helping you navigate the complexities of retirement planning, estate planning, and investment growth with clarity and confidence.

Is Your Financial Future on the Right Path?
We help answer the critical questions that shape your financial destiny:

• Can I retire early with confidence?

• How much wealth do I need to retire comfortably?

• Is my 401(k) positioned for optimal growth?

• Should I choose a traditional IRA or a Roth IRA?

• How can I build a resilient investment strategy that balances risk and reward?

• What steps can I take to protect my portfolio against inflation?

• Do I need disability income insurance or long-term care coverage?

• How can I ensure my children receive the maximum benefit from my estate?

Your Wealth, Your Journey—with Professional Guidance
Financial security isn’t just about accumulating wealth; it’s about creating a legacy, protecting your loved ones, and living a life of abundance. Whether you're planning for retirement, optimizing your investments, or safeguarding your estate, we provide tailored financial strategies designed for your unique goals.

At Zapata Private Wealth Group, we don’t just plan—we empower you to make informed financial decisions that align with your dreams. Our commitment is long-term, just like your vision for financial freedom.

Begin your journey today. Let’s shape a future where your wealth works for you.

Zapata Private Wealth Group, LLC and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.