Our Mission

At Zapata Private Wealth Group, we treat our clients like family. Our mission is to lovingly plant seeds of abundance—providing thoughtful guidance, honest advice, and long‑term stewardship that helps future generations thrive. As fiduciaries*, we walk alongside our clients through every season of life—from confidently managing complex, high‑value portfolios to guiding families through moments of uncertainty such as divorce, loss, or transition—nurturing financial clarity, confidence, and legacy with care and intention.

“We will hold your hand—and we will not flinch when things get complicated.”

*Advisors are only legally obligated to act as a fiduciary in advisory relationships. Advisors are not legally obligated to act as a fiduciary in Brokerage only relationships