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Zinn Wealth Management

EST. AUM
$250,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Portland, ME
CRD Number
Website zinnwm.com
Client types

Overview

Zinn Wealth Management is a sophisticated, family-led advisory practice focused on delivering tax-aware wealth management and financial guidance to corporate executives, business owners, and multi-generational families. The firm was launched in 2024 and operates as an independent affiliate of &Partners, LLC, prioritizing a low client-to-advisor ratio to ensure deep collaboration, direct access to advisors, and precise planning for complex situations like business exits and stock compensation.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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