Zachary Armstrong
Chief Wealth Strategist at Allied Integrated Wealth
- Role
- Chief Wealth Strategist at Allied Integrated Wealth
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Zachary Armstrong
Most of my clients come to me with one thing in common: They’ve done well for themselves, but still feel like something’s missing.They’re making great money. It looks like they’re checking all the boxes.But in reality, their financial life still feels scattered. Disconnected. Like no one’s looking at the full picture.That’s where I come in. As a CFA and CPA, I specialize in helping high-earners – business owners, executives, and pre-retirees – turn financial complexity into clarity.Through my Virtual CFO model, I work to integrate tax strategy, investment planning, and income decisions into one personalized plan aiming to: • Save six figures in taxes over time • Align every financial decision to long-term goals • Create confidence, not just a portfolioIt isn’t about chasing returns.It’s about making your money work smarter, not harder.If you\'re “doing everything right” and still wondering what you\'re missing, let\'s talk.
Experience
Chief Wealth Strategist
Sep 2020 — Present
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
California Polytechnic State University-San Luis Obispo
Continuing Education, Finance, General
2013 — 2013
Michigan State University
Bachelor of Arts (B.A.), Finance and Economics
2008 — 2012
Gies College of Business - University of Illinois Urbana-Champaign
Master of Science - MS, Accounting - Taxation Specialization
2019 — 2020
Skills
- Customer Service
- Risk Assessment
- Fundamental Analysis
- Investment Management
- Financial Modeling
- Microsoft Office
- Financial Planning
- Microsoft Excel
- Macroeconomics
- Credit Analysis
- Portfolio Management
- Equities
- Finance
- Investment Valuation
- Valuation
- Risk Management
- Qualified Retirement Plans
- Cash Flow Forecasting
- Investments
- Microsoft Word
- Money Management
- Technical Analysis
- Financial Markets
- Trading
- Financial Analysis
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