Aric Zamel, Wealth Management

Aric Zamel

Managing Director–Wealth Management, Private Wealth Advisor
Aric J. Zamel, CFP®, CPWA®

Aric brings more than 20 years of experience to multigenerational families and business owners by offering thoughtful advice in four core areas of focus: investment management, lending solutions, tax-aware retirement planning and estate planning strategies. Providing his high net-worth clients a personalized experience, Aric and his team strive to maintain high standards of integrity and professionalism in their relationships. As of March 2021, Aric and his team oversee over $2 billion in assets under management. Click here to learn more! https://advisors.ubs.com/ascendwealthpartners/Meet-the-team.htm
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Principles of Investing: Standard ProgramLive webinar course: Basic package: • One summary class on general principles below • 20 course participants • 7:00-8:00pm EST • $500 Part 1: 1. Why it’s important to invest 2. Defining risk 3. Difficult or challenging markets 4. Common investor mistakes & misconception 5. Principles of successful investing Part 2: 1. Principles of investing 2. Asset allocation 3. Retirement planning 4. Lending strategies 5. Estate planning strategies
$500.00

Principle of Investing: Premium packageLive webinar course: Premium package: • 2 modules (one hour each) • One-on-one follow up • 20 course participants • 7:00-8:00pm EST • $1,500 total Module 1: 1. Why it’s important to invest 2. Defining risk 3. Difficult or challenging markets 4. Common investor mistakes & misconception 5. Principles of successful investing Module 2: 1. Principles of investing 2. Asset allocation 3. Retirement planning 4. Lending strategies 5. Estate planning strategies
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Aric Zamel

Aric J. Zamel, CFP®, CPWA®