Listen to this articleBelow is our recent interview with Kevin Steele, Strategic Architect at Zuma Wealth:
Q: Could you provide our readers with a brief introduction to your company?
A: At Zuma Wealth, we recognize that people want to feel financially empowered and free. For people to achieve this, they need holistic, personalized wealth guidance. The problem is they don’t know where to start or who to trust. As a result, many people feel overwhelmed, overlooked and underserved in their financial lives.
We understand.
Zuma Wealth is an independent financial services firm dedicated to creating unique solutions with purposeful, data-driven investment advice and end-to-end portfolio management.
Q: Any highlights on your recent announcement?
A: Zuma Wealth, together with market research firm Avenue M Group, initiated a first of its kind Women and Wealth Study. The survey revealed the ‘investing mindset’ of 110 affluent and accomplished women across four key generations.
Part 1 of the study “What They Told Us,” uncovered a shocking statistic: Only 12% of the accomplished, affluent women in the study acknowledged confidence in managing their wealth. Part 2 of this multi-year study, “It’s Not About the Money,” unearths the root cause for the vast confidence deficit between the way highly-educated, accomplished professional women perceive their decision-making ability to enter into successful and productive investments. Study participants reported that their reluctance to enter into financial decision-making is rooted in their belief that they lack adequate know-how for successful investing outcomes.
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Q: Can you give us more insights into your offering?
A: One of the biggest mistakes people make with their money: holding too much cash. Half of men and two-thirds of women have large cash positions that could, and should, be invested. We help people pivot to investment success by showing them where their wealth can work better for them.
We guide clients by asking a lot of questions and bringing our decades of knowledge and expertise to each person’s unique life circumstances. Our distinct investment approach incorporates rigorous proof of concept research to grow wealth in bull markets and, importantly, to guard it against collapsing markets. Guide. Grow. Guard.
Q: What can we expect from your company in next 6 months? What are your plans?
A: Our mission at Zuma Wealth is to reinvent the financial industry. The industry’s one-size-fits-all simply does not fit. People need purposeful and data-driven investment advice for their unique life circumstances and goals. We do that, one person at a time.
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Q: What is the best thing about your company that people might not know about?
A: People always ask about our team. Dr. Kevin Steele brings decades of strategic business experience, along with his PhD, to understand, use and manage emotions in a positive way for life choices and investment decisions. Ms. Terri Spath is a sought-after industry expert regularly appearing on financial broadcasts and interviewed in the media. She has stewarded billions of dollars in client assets, gaining the perspective that comes with creating and protecting wealth in both bull and bear markets.
This powerhouse combination of investment and emotional intelligence is the special difference Zuma Wealth brings for clients.
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