About Us
Our Commitment to Your Financial Future
Grodzki Wealth Management is an independent wealth management firm based in Orlando, Florida but serves across the nation. We specialize in helping individuals and families create a roadmap to achieve their financial goals through a service-based model tailored to each client's unique needs.
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With our all in house management, we make investing simple and easy for both new and experienced investors. You can leave the investing to us and spend more time enjoying the present.
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With our personalized, individual approach; our clients will get a customized experience for their financial needs along with access to an advisor to provide an extra level of comfort to combat the ever-changing financial markets.
Our Comprehensive Services
Asset Management
Our clients receive a tailored investment portfolio to match their goals and our portfolios are monitored for changes in the market and economy to make the necessary changes that provide the most benefits to our clients.
Financial Planning
Our comprehensive financial plans give an extra level of clarity and detail to what your financial situation currently looks like and what changes could be made to help maximize your dollars and put you in the best position for retirement.
Consultation
Buying a house? New Car? Vacation?
All our clients received access to an advisor for any upcoming big purchases they want to go over. We assist you in the numbers when it comes to getting the best interest rate and making sure that you can get the most out of the present while still being prepared for the future.
Estate Planning
Leave a Lasting Legacy
We guide you through the complexities of estate planning, ensuring your wishes are honored and your loved ones are taken care of. Our approach helps you create a legacy that reflects your values and intentions.
Zach Grodzki, APMA™
About Zach
Born and raised in Orlando, Florida. Zach graduated high school from Lake Highland Preparatory. He then pursued his bachelor's degree in Finance at King University in Tennessee, where he also was on the basketball team. After college...
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Charles Schwab: Zach moved back to Orlando and started his career in finance as a stock broker at Schwab
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Ameriprise Financial: He then moved and worked with an Ameriprise Franchise team in Orlando, with assets under management (AUM) totaling $1 Billion.
Licneses and Designations
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FINRA: Series 7
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FINRA: Series 66
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Florida Insurance: 215
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Accredited Portfolio Management Advisor (APMA™): a finance professional who has completed specialized training in constructing, managing, and maintaining client investment portfolios. Conferred by the College for Financial Planning, this designation confirms expertise in asset allocation, risk management, and investment strategy.​
