Maximizing Wealth for High-Income Professionals
Specialized strategies for doctors, business owners, and professionals with complex income structures.
About Me
Hi, I’m Zachary Eisner,
Vice President of Financial Planning at Opes Private Wealth Management.
Clients come to me and my team for highly customized, tax-efficient investment strategies designed to build a clear roadmap toward achieving their financial goals. As a CERTIFIED FINANCIAL PLANNER™, I focus on helping my clients pursue their stated objectives through a comprehensive planning process.
I graduated from the University of Florida’s Heavener School of Business with a degree in Finance and began my career at UBS Financial Services in Manhattan. My time there gave me a deep understanding of wealth management and experience I’m excited to share with my clients every day.
I believe financial planning is more than just managing money. It’s about understanding what matters most to you and building a strategy around your life, values, and goals.
When I’m not serving clients, I love traveling the world with my fiancée, Julia, and spending time with my family and two brothers. I’m also on a personal mission to visit all 32 NFL stadiums across the country.
And yes. Sadly, I’m a Jets fan.
Tailored Financial Planning for Business Owners
- Crafting customized financial plans for solo business owners addressing unique challenges such as fluctuating income streams.
- Implementing tax-efficient strategies including retirement plans to optimize income and minimize tax liabilities.
- Offering risk management solutions to safeguard business assets and ensure continuity during unforeseen circumstances.
- Providing succession planning guidance to facilitate seamless business transfer or sale for long-term financial security
Smart Wealth Strategies for Medical Professionals
- Specialize in comprehensive financial planning for physicians, dentists, and healthcare professionals integrating cash flow, debt management, and long-term investment strategy.
- Design tailored Solo 401(k) strategies for 1099 earning doctors to maximize retirement savings, reduce taxable income, and support Backdoor Roth IRA eligibility.
- Guide clients through advanced planning techniques, including entity structuring (e.g., S-Corp vs. sole proprietorship), quarterly estimated tax payments, and Section 199A optimization.
- Coordinate investment management, disability/life insurance coverage, and estate planning to align with the unique risks and earning potential of medical professionals.
Millennials with Equity Compensation Challenges: Maximize What You've Earned
- Addressing intricate equity compensation structures like stock options, RSUs, or ESOPs to guide millennials through tax implications and optimize financial gains.
- Tailoring strategies to manage vesting schedules and timing of stock option exercises for enhanced investment returns.
- Providing diversification guidance to ensure a balanced investment portfolio beyond equity compensation, mitigating risks.
- Educating on long-term financial planning to leverage equity compensation for life milestones such as home purchases or retirement savings.
Ready to Build a Tax-Efficient Wealth Strategy?
Let's Create a Tax-Efficient Strategy Today!