Zachary Smith

Welcome to Zachary Smith Financial Consulting, your trusted partner in navigating the complexities of wealth management. Located at 302 Carnegie Center Drive, Princeton, New Jersey, our firm specializes in providing bespoke financial consulting services tailored to the unique needs of high net worth clients, including individuals, families, corporate executives, and businesses.

As a Managing Director-Investments and a dedicated Oppenheimer Financial Professional, Zachary Smith is committed to aligning each client's goals, values, and needs with comprehensive planning and strategic investment and insurance solutions. Our in-depth discovery process ensures a thorough understanding of your specific situation, time horizon, and risk tolerance, allowing us to craft personalized strategies that focus on both growing and protecting your assets.

Leveraging the extensive resources and leadership at Oppenheimer, we are equipped to help clients pursue their financial goals and address complex financial challenges. Oppenheimer Asset Management Inc. and the Oppenheimer Trust Company of Delaware, both wholly owned subsidiaries of Oppenheimer Holdings Inc., provide a robust platform for delivering expert investment advice and trust services.

While we do not offer legal or tax advice, our experienced team collaborates with your attorneys and tax professionals to ensure all your financial needs are met and properly executed. Please note that certain services may be provided by third parties not affiliated with Oppenheimer, and Oppenheimer may receive compensation from these arrangements.

Our services, including alternative investments and trust services, are designed for qualified investors and involve varying degrees of risk. We invite you to explore how our personalized consulting services can help you achieve your financial aspirations.

For more information, please contact us directly or visit our website. Please review our terms, privacy, and security policies to understand how they apply to you. Zachary Smith Financial Consulting is here to support your financial journey with integrity and excellence.