Client Benefits

ZAG’s collaborative work, buying power, and industry influence accrue to our client’s advantage. Clients of our member firms have access to the latest investment research and tools, comprehensive financial planning, and innovative tools and solutions to manage all aspects of their financial lives. As trusted fiduciaries, advisors of ZAG member firms offer unbiased financial expertise, and adhere to the highest practice standards – all of which translates into a better financial experience for our clients.

Advisor Benefits

ZAG advisors meet regularly to receive continuing education and to explore issues affecting the industry, their professions, and clients. These forums provide an opportunity for some of the brightest practitioners in the business to gain technical insight and encourage one another. This interaction leads to continual professional improvement and accountability.

Advisor Benefits
Presenter Crowd

Firm Benefits

ZAG member firms share professional tools and resources, and exchange ideas on operations, marketing, and other business strategy. By leveraging our buying power, ZAG member firms gain access to institutional-quality products and services at a lower cost for the benefit of their respective clients. These improved economies of scale result in more cost-efficient businesses, increased competitiveness, and enhanced services to clients.

John Stephens Grayscale Portrait Picture

As ZAG has grown so has its role for more individuals at TCI. Previously it was mainly a resource for founders and CEO’s to discuss ideas and solve problems, yet now it helps many TCI employees in different roles feel connected to peers at other firms and the industry in general. Through that connection, individuals are able to collaborate and make better decisions both individually and as firms.

John Stephens
CEO, TCI Wealth Management & Board Chairman of ZAG

Member Firms

ZAG member firms are fiercely independent and entrepreneurial, yet share a common bond in their investment philosophy, wealth management approach, and client focus.

All members are committed to providing objective, long-term private wealth management solutions, which include customized investment strategies guided by Modern Portfolio Theory and informed by the latest academic research.

Carlson Capital Management
FOSTER Group logo
Petersen Hastings logo
Resource Consulting Group logo
SAVANT: Wealth Management logo
TCI: Wealth Advisors logo