Zackary Meuser, CFP®
Wealth Advisor & Partner

My Mission

“My team and I are committed to providing high-touch service and unique investment solutions to our clients, providing them with financial “peace of mind” over their lifetime.”

Education

  • Bachelor of Arts, University of Michigan (Ann Arbor)
  • CERTIFIED FINANCIAL PLANNER™.
  • Series 7, 63, 65 licenses

Specializations

  • Generational Wealth Transfers
  • Tax and Estate Planning Strategies
  • Business Owners
  • Alternative Investments

Contact Me

VIVALDI CAPITAL MANAGEMENT CHICAGO
225 W. WACKER DRIVE
SUITE #2100
CHICAGO, IL 60606

P: 312.766.3857

About Zack

Zack Meuser is a Wealth Advisor & Partner at Vivaldi Capital Management in Chicago. Zack has over 13 years of experience in wealth management, starting his career at AllianceBernstein in New York City, before moving to Chicago in 2015 and working at Mesirow Wealth Management as an Advisor for five years. Zack works primarily with individuals and families providing customized financial planning advice including cash flow analysis, retirement planning analysis, and generational wealth transfer advice. He also helps clients with asset allocation and portfolio construction. Zack earned his BA degree from the University of Michigan in Ann Arbor and is a CERTIFIED FINANCIAL PLANNER™️. Zack, his wife (Amanda) and daughter (Logan) reside in the north suburbs of Chicago.

Wealth Management

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Contact

Zackary Meuser, CFP®

Wealth Advisor & Partner

Vivaldi Capital Management Chicago
225 W. Wacker Drive
Suite #2100
Chicago, IL 60606

Direct: 312.766.3857

Mobile: 847.732.8825

Office: 312.248.8300