LIVE THE LIFE

YOU LOVESM

If a picture is worth a thousand words, what is it worth to be the one standing behind the camera?  Look at all the pictures on this site.  I stood in every one of these locations, camera in hand, doing exactly what I love to do.  When someone asks me, ‘Do you Live the Life You Love?’ I can truly say, ‘YES.’

I can teach you how to leave the day-dreaming behind, and take these pictures for yourself.

How, you ask? It’s not something I do for you, it’s a journey we take together. You bring your drive, your raw desire to make a contribution to the universe. I bring my expertise, passion, and badassery.

(Yes, I realize the latter is a bit irreverent and not in fact, an actual word. However conceptually, I believe it represents the unapologetic attitude and raw desire that it takes to do this. “Live the Life You Love” is not a subtle decree.)

In other words, when you become a client, I can help you align your financial resources with a meaningful personal expression of who you are and what you want to be. That’s why I founded Zurich Awes Financial Management, Inc. I believe that, as erratic and unpredictable as life can be, together we can create the opportunity for you to Live the Life You Love.

- Zurich Awes

EXPERTISE

230%

While certain designations are critical to the field, many are not. More is not better.
Better is better.

Read More

PASSION

100%

Determined to do the impossible, Zurich spent decades learning, systematically, the skills and habits necessary to...

Read More

BADASSERY

44%

This is earned. While certainly on his way, Zurich has yet to fire a surface-to air missile or run Bay to Breakers in drag.

Read More

FIVE ICONS

ABOUT US

While it may be more fun to discuss realization of the third point above, there is a great deal of diligent work that goes in to making it possible. Rather than get lost in the details, we created five fantastic icons below to interact with. Go ahead, hover.

PURPOSE

“To create love and joy in the world.” This is what Zurich wants life to be about: bringing happiness and joy to others. Simple, but not easy.

MASTERY

We believe education and wisdom lie at the core of an intelligent financial life.

AUTONOMY

We employ our financial planning and investment talents to help others achieve financial freedom and pursue their own purposes.

CREDENTIALS

Zurich is a Certified Financial Planner Practitioner®, is a member of the National Ethics Bureau, and has a Masters Degree in Financial Services.

HISTORY

Zurich created the firm to enlighten people about more effective ways to utilize capital, and enjoy an earlier, happier financial life.

LIVE THE LIFE YOU LOVE THROUGH CAREFUL FINANCIAL PLANNING

VIEW OUR PORTFOLIO DESIGN

CONTACT US TODAY AND

LIVE THE LIFE YOU LOVESM

Blu Giant is our electronic media firm.

Note from Zurich, “Hi, this is my website, and the message I want to deliver. Nobody else could believe it was possible, much less help me show others how to do it. BluGiant figured it out in about four seconds.
Game, set, match.”

Our Custodian. TD transparently holds our client’s money.

Note from Zurich, “Using a firm with this level of transparency is how you avoid being a Madoff style victim.”

join.me is our screen sharing technology.

Note from Zurich, “How to host an investment review in real time with a client who is 6,000 miles away.”

INVESTMENT

PORTFOLIO DESIGN

Oddly, this is where most people fall off. Yet, Portfolio Design is the most important part of investment management.

You can read our introductory thoughts here, or jump right into it below. Be warned, Geekery afoot. Although it is a bit geek-chic. If you like geeking out about investment theory, go for it. If you lean more the chic side, skip to the “35,000 ft Overview” that summarizes the ideas in a simply analogy. They are ranked in order of their impact on a client’s financial success.

MEET THE

TEAM

Yes, we are intentionally small. Over the past seven years, our staff dropped by five while our revenue doubled and our profitability tripled. We accomplished this by creating clever relationships with large firms (let’s call them strategic partners) hired to do the sometimes boring, unprofitable parts of the business that are fraught with potential liability. Our team can now focus on the client-centric, interesting and profitable portions of the business. A third will be joining us shortly for an extra layer of redundancy and to handle our expanding client base.

We love to work directly with our clients and help you get one step closer to achieving your purpose, so you can Live the Life You Love.

STRATEGIC

PARTNERS

  • Our Custodian. TD transparently holds our client’s money.

    Note from Zurich, “Using a firm with this level of transparency is how you avoid being a Madoff style victim.”

    TD Ameritrade Institutional - Solutions Partner
  • Blu Giant is our electronic media firm.

    Note from Zurich, “Hi, this is my website, and the message I want to deliver. Nobody else could believe it was possible, much less help me show others how to do it. BluGiant figured it out in about four seconds.
    Game, set, match.”

    Blu Giant - Advisory Partner
  • join.me is our screen sharing technology.

    Note from Zurich, “How to host an investment review in real time with a client who is 6,000 miles away.”

    join.me - Technology Partner
  • FPA is an industry leading organization.

    Note from Zurich, “How to geek out with your own kind.”

    FPA - Educational Partner
  • The 44 is a specialty gourmet shop.

    Note from Zurich, “How to have your fragile little mind warped by the sheer existence of ambrosia.”

    France 44 - Lifestyle Partner
  • HomeAway is a vacation home service.

    Note from Zurich, “How to rent your own private villa for a fraction of what a big box hotel would cost.”

    HomeAway - Travel Partner

TAKE

ACTION

Stay up-to-date with Zurich’s travels, receive notifications of new video commentary from the road, hear insight into our portfolio management, and participate as he “curates” his gallery.

As Zurich’s travel interests take him all over the world, you may have an opportunity to meet up with him. Reach out! Join him for coffee, a meal, a tour, or some other activity he’s planned. It’s never dull, and he’s happy to have the company.

Subscribe / Become A Client

Did you know SPAM is actually defined as “Stupid Pointless Annoying Mail?” It is, and that’s not us. So we don’t do it.

Interested in becoming a client? It’s easy to get the process started. Just fill out the short questionnaire below.

Name:

Email:

Phone: