The Zois Group focuses on educating and assisting clients take sensible steps to securing a better future financially for themselves and their loved ones. With over 40 years financial services experience, our advisors worth with company founders and business owners, pre-retirees and retirees, non-profits and foundations, and high net worth and ultra-high net worth individuals and families in the following areas: • Financial Planning • Investment Planning • Retirement Planning • Wealth Management • Asset Protection Planning As part of our fiduciary responsibility, our team offers these services in an on-going commitment to provide quality solutions to the needs of individuals, regardless of which stage in life they are. Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and The Zois Group LLC are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.