ZAG Member Firms

Beaird Harris Wealth Management, Inc. Dallas, Texas Carlson Capital Management Minnesota Foster Group Iowa Petersen Hastings Washington Plan B Wealth Management Perth, Western Australia and Auckland, New… [more]

ZAG Member Firms ZAG Member Firms

Markets and Investing

ZAG firms believe that public markets work efficiently to integrate all available information into security prices. Consequently, they view a security’s current price as the best estimate of its underlying… [more]

Markets and Investing Markets and Investing

Wealth Management

ZAG firms challenge clients to think beyond money. After all, wealth encompasses much more than an account statement. Real wealth is embodied in your financial, social, and intellectual capital. And since… [more]

Wealth Management Wealth Management

Insight from ZAG Firms

rcg-insight
Financial Hypochondria by Jim Martin. Read More →
Plancorp
How Physicians Can Create a Plan for Financial Independence. Read More →
rcg-insight
Free Lunch by Mike Davis. Read More →
Plancorp
Retirement Planning for Physicians: Where to Begin. Read More →
ccm-insight
Fiduciary Care by Justin Stets. Read More →

What's New

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ZAG welcomes TCI Wealth Advisors, Inc. to its membership
October 22, 2014

The Zero Alpha Group (ZAG) announced today the addition of its newest member, TCI Wealth Advisors, to its ranks. With TCI, ZAG—a national alliance of independent wealth management firms—now has eight member firms. ZAG welcomes... Read More

zag-in-the-news
Savant’s Brent Brodeski featured in Investment News article on why groups like ZAG are important to growth
September 2, 2014

Savant’s Brent Brodeski featured in Investment News article on why groups like ZAG are important to growth. Read article.  Read More →

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