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

Free Lunch by Mike Davis. Read More →
Fiduciary Care by Justin Stets. Read More →
Eye Surgery and Investing by Ross Polking. Read More →
1941: Interest Rates by Jim Martin. Read More →
Disability Insurance by Brad Rempe. Read More →

What's New

CNBC Digital’s inaugural list of Top 100 Fee-Only Wealth Management Firms
May 27, 2014

Carlson Capital Management has been named to CNBC Digital’s inaugural Top 100 Fee-Only Wealth Management Firms list.  Read More →

ZAG Featured in Financial Planning Magazine
August 13, 2013

… a number of wealth management executives are now turning to groups of their peers for advice with ongoing firm issues. Read the full article.  Read More →

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