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Our Philosophy and Culture

Education and Ethics are Essential - CFP®

Work with a CFP®, if you have the chance to do so. Elaine Zito has held this prestigious designation that made her a fiduciary back in 2005.

No two peoples' needs are exactly the same

Zito Wealth Strategies was designed to provide tailored and integrated planning strategies to fit our clients' unique financial situation. The specific strategies we employ are strictly chosen to help meet each client's unique financial goals and obligations. We also pay close attention to protecting investments, increasing income and other planning preferences. The strategies in a client's plan may change over time, as their financial needs change. Advisor bias is removed from the process in order to serve our clients' best interests.

Benefits of a small firm

As a small boutique firm, we commit all of our resources, time and attention to serving a small set of clients. By remaining small, we can dedicate more time to each client and their family. Providing personalized service and tailored strategies requires our focused attention on our clients’ needs, resources, and preferences. And as a client’s needs and obligations change, we must be able to make adjustments to accommodate those changes. For these reasons, we believe smaller is better.