Custom Separately Managed Accounts
Individually tailored equity portfolios sub-advised by Zacks Investment Management using their proprietary Alpha Rank Superscore methodology, custom risk constraints, and tax-aware decision making.
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Personalized Wealth Management
Investment strategies built around your goals, powered by institutional research
Zacks Wealth Partners combines personalized financial guidance with the quantitative research and proven equity strategies of our affiliate sub-advisor, Zacks Investment Management.
Our Services
Comprehensive wealth management tailored to you
From custom equity portfolios to retirement planning, we deliver personalized strategies designed to help you achieve your financial goals.
Retirement Planning
Comprehensive retirement income strategies combining equity growth with high-quality fixed income for reliable cash flow.
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Goal-based financial planning that considers your full picture — investments, tax strategy, estate planning, and risk management.
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Sub-Advised by Zacks Investment Management
Proven equity strategies with institutional track records
Our clients access ZIM's proprietary quantitative strategies — built on 30+ years of earnings-estimate revision research.
| Strategy | Benchmark | Morningstar Ranking |
|---|---|---|
| All Cap Core | Russell 3000 | Top 21% of 1,442 managers (All-Domestic Equity, 10yr) |
| Dividend | Russell 1000 Value | Top 21% of 938 managers (Large Value, 10yr) |
| Focus Growth | Russell 1000 Growth | Top 7% of 900 managers (Large Growth, 10yr) |
| Mid Cap | Russell Midcap | — |
| Small Cap | Russell 2000 | — |
All strategies and rankings shown are those of Zacks Investment Management, our affiliate sub-advisor. Past performance does not guarantee future results.
Our Team
Experienced advisors dedicated to your success
Our team brings decades of combined experience in financial planning, portfolio management, and client service.
Edward Graves
Managing Director
Senior financial services leader with experience spanning product development, portfolio construction, and retirement planning.
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Marcy Sheer Burton
Investment Advisor Representative
Seasoned investment professional with over 40 years of industry experience in financial planning and portfolio management.
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James Richardson
Senior Financial Advisor
Dedicated wealth advisor focused on comprehensive financial planning and long-term investment strategy.
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Schedule a consultation and discover how personalized wealth management can work for you.