Investment Advisor — Mandeville Private Client Inc.
Financial Security Advisor — Zagari+Simpson
Approach & Process
Knowing and understanding customers is fundamental in achieving their financial success. Fostering a teamwork approach is essential to building lasting relationships built on trust. I specialize in helping entrepreneurs and business owners in the manufacturing, agricultural, and high-tech industries to be successful at creating and protecting wealth.
Our My Planning process is a step-by-step method in gathering essential information about customers – needs, objectives, goals, aspirations, and dreams – and quantifying the qualitative into a clear plan. Formulating data-driven recommendations and developing an action plan and timeline is vital to achieving results. For every recommendation, the focal point is always my customer’s best interests. A well-devised financial plan will help shed light on directions customers can take to increase their bottom lines. Meeting customers regularly to monitor their progress and adjusting the plan as needed along the way.
Offering fully independent, impartial investment and insurance solutions best align with the interests of customers. I will work with other professionals to assist you with group insurance, mortgages, estate and tax planning, tax preparation, corporation and trust set-up, notarial services, and private wealth management.
Investment Philosophy & Strengths
Committed to providing tailored investment solutions to help customers build wealth through public and private investments. Keeping things simple and easy to understand, using data-driven analytics to select securities to build portfolios methodically, and reviewing regularly. Working through a process of identifying role-model investors who have disciplined and successful track records, learning their recipe, and implementing it. Staying abreast of economic and market conjuncture and having a regular open dialogue with portfolio managers at banks, investment firms, and internally is key to consistent and successful investing.
I put my faith in God and love spending time with my wife and kids, learning, and growing together as a family. I have a passion for playing guitar, growing vegetables in our garden, building, and repairing stuff, spending time outdoors, and old-fashioned hardwood and charcoal barbequing in my spare time.
Let’s Discuss Your Goals.
These are the core values that we’ve put into everyday practice and action since Zagari+Simpson was founded in 2012.
As a boutique wealth management office, Zagari+Simpson and Mandeville Private Client Inc. actively engage with clients to deliver bespoke financial plans and objective advice, unencumbered by any institutional interests or proprietary product quotas.
All our advisors have but one mission:
to empower their clients and guide them towards meeting their life goals with confidence and clarity.
Personalized Financial Plan
Our mission — Personalizing the most engaging and comprehensive financial plan to help you reach your financial and life goals.
Together we will explore your priorities and concerns, expectations and aspirations. We take into consideration all actionable information, including pensions and saving options. We help you establish what your retirement will look like and how much we expect your lifestyle to cost. And we set personal milestones to better track your progress.
Your financial plan is truly one of a kind. No matter what your financial goals are, you can rely on us to provide you with detailed reporting and carefully crafted advice to make things happen.
Our Mission — Aligning your investment decisions with your financial plan.
We are your advisory team.
We provide principle-based investment advice for all your investment accounts combined with tailored, goal-oriented financial planning.
Expect the necessary insights to help you make informed decisions with your portfolio. Together we will discover what rate of return your financial plan needs so that you can meet your personalized financial goals.
Our Mission — Ensuring you have the right coverage for the future that you are building.
Personalized needs analysis
Your personalized needs analysis will look at ongoing and future expenses. Immediate expenses include any outstanding medical bills and the cost of funeral arrangements. Ongoing and future expenses may include your mortgage, other outstanding debt, college tuition, and replacing the lost income for your family.
Disability and Critical Illness insurance can be suitable for anyone seeking financial protection to cover the costs associated with a life-altering illness or disability. Building your wealth is important and protecting what you’ve built is paramount.
Life Insurance for Business Owners and Professionals
You’ve worked hard to build your business or career. But what if something were to happen to you or a close business partner? An unexpected death, injury or illness could put your business or practice at serious risk, along with the lifestyles of your employees and their families.
Life insurance for business owners or professionals is an effective solution to protecting what you’ve built.