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Sell at a High Top to Annuities When Special Care Is Needed: The Special Needs Trust Estate Management 101


Zito Wealth Strategies, Inc. specializes in comprehensive planning services to help clients and their families create personalized, comprehensive strategies to help meet their needs and life goals. We are a small, woman-owned, independent firm with more than 20 years of experience offering unbiased, independent advice.

We are not bound to proprietary products or corporate mandates. We perform due diligence by researching the investment vehicles that are available to our clients. We are dedicated to helping clients choose the best investment vehicle and strategies for them and their families.

Zito Wealth Strategies is honored to work with clients who entrust us to provide them an unbiased, objective approach to serving their investment needs. The goal is to create greater financial stability and reassurance.

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Areas of Concentration

Special Needs Families

Estate Distribution

Retirement Income Planning