Family Wealth Advisors, LLC

Family Wealth Advisors, LLC offers comprehensive wealth management services to successful individuals and families through its team of professionals with backgrounds in financial, legal, and tax planning.  Our team of advisors have credentials such as CFP® (W.Ryan Zenk),  CPA and Attorney.

While predominantly focused on fee based wealth management, Family Wealth Advisors also offers traditional brokerage services, mutual funds, insurance and fixed investments.

We have offices located in Scottsdale Arizona, Johnson Creek Wisconsin, and a relationship with Unison Bank in Mesa and Queen Creek, Arizona.

 

Looking for Exceptional Wealth Management Services? Click Here

 

Please click on the link below to hear an important message from the CEO:

A Message from W. Ryan Zenk, CFP®

 
Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

More Newsletters →