Personalized guidance backed by institutional research

Our Approach

At Zacks Wealth Partners, we believe every investor deserves a strategy as unique as their goals. We combine the personal touch of a dedicated advisor with access to institutional-grade research and investment strategies.

Our advisors take the time to understand your complete financial picture — your goals, risk tolerance, tax situation, and timeline — then build a plan that integrates all the pieces into a cohesive strategy.

We focus on long-term relationships, not transactions. Our success is measured by your progress toward your financial objectives.

Our Sub-Advisory Partnership

Zacks Wealth Partners has an affiliate sub-advisory relationship with Zacks Investment Management (ZIM), a firm managing $25B+ in assets under management and advisement.

Founded in 1992 and backed by 80+ employees, ZIM provides the quantitative research foundation and portfolio management expertise behind the equity strategies available to our clients.

ZIM's proprietary approach is built on decades of research into earnings estimate revisions — one of the most reliable predictors of future stock price performance. This research powers the strategies we make available to Zacks Wealth Partners clients through our Custom SMA program.

Zacks Investment Management is an affiliate sub-advisor to Zacks Wealth Partners. Investment strategies, performance figures, and rankings referenced are those of ZIM unless otherwise noted.