Wayne Zussman, CFP®
Gaithersburg, Maryland, 20878
Member Since 2005
I am dedicated to the delivery of comprehensive financial plans and risk controlled portfolios as unique as the clients for whom they are individually tailored. I firmly believe that maintaining a Fee-Only practice is the most ethically responsible method for accomplishing my clients goals and strengthening client relationships. For this reason our firm offers no proprietary products, accepts no commissions, and recommends only no-load financial instruments.
My Location
Background Information
Years of Financial Experience
- 15
Education
- College of Financial Planning (CFP®)
- Pace University (MBA / Finance)
- State University of NY (BS / Accounting)
Certifications and Designations
- CFP®
- MBA
Association Memberships
- FPA
- NATP
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity/National Financial Srvs
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 3250282
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Triton Wealth Management, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Firm Disclosures
- We also have offices at: 116 South Piney Road, Suite 204, Chester, MD 21619 and 1997 Annapolis Exchange Parkway, Annapolis, MD 21401
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Income Tax Planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation
Visit Website - http://www.TritonWM.com
