Zachary Pipoly, Wms™, Aams™, Crpc™ Email & Phone Number

With firsthand experience in successfully guiding executives & business owners through wealth management & exit strategies, Zach knows the critical role that succession and exit planning play in securing a legacy that endures. As an Exit Planning and Wealth Management Advisor, he is dedicated to helping business owners, entrepreneurs, and executives achieve their version of financial success through a relationship grounded in trust, open communication, and thoughtful planning with their needs at the center. Drawing on his education, as well as his personal and professional experience, Zach offers a comprehensive approach to wealth that empowers clients to take that long-anticipated step back and enjoy the lives they've worked hard to build. His holistic strategy covers wealth generation through wealth & investment management, risk management, as well as strategic financial and tax-efficient planning—helping his clients reach their financial goals and preserve a legacy for generations to come.

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  Wealth Advisor

  Manning & Napier

  Sep 2024 - Present

  Guiding clients toward financial success through a trusted, communicative relationship. With expertise in financial planning and wealth management, the practice offers comprehensive support in portfolio and asset management, investment strategies, and retirement planning, focusing on wealth accumulation, asset allocation, and tax-efficient strategies to achieve both short- and long-term goals.