Zachary Jaro is a senior wealth advisor with Baker Tilly Wealth Management, LLC. 

Zach provides fiduciary advisory services to high-net-worth executives, business owners and families throughout the country. Zach draws on his experience in navigating complex financial markets to guide clients through comprehensive financial planning, integrating various tax and wealth management solutions.

Prior to joining Baker Tilly, Zach was an integral part of growing a Milwaukee-based Registered Investment Advisory (RIA) firm. Zach’s primary role was providing holistic planning to clients that connected wealth, tax, retirement, insurance and estate synergies.

Zach continued advising clients and was the lead portfolio manager for an independent advisor of Raymond James. Zach's investment philosophy centered around risk mitigation, diversified portfolio construction and active management.

Zach began his career as an advisor at Wells Fargo Advisors where he serviced hundreds of business retirement plans and aided in plan construction, investment selection, participant engagement and due diligence.

Zachary Jaro is a senior wealth advisor with Baker Tilly Wealth Management, LLC. Zach provides fiduciary advisory services to high-net-worth executives, business owners and families throughout the country. Zach draws on his experience in navigating complex financial markets to guide clients through comprehensive financial planning, integrating various tax and wealth management solutions.

CERTIFIED FINANCIAL PLANNER™
Northwestern University

Bachelor of Business Administration in finance, emphasis in financial planning
University of Wisconsin-Whitewater

Thanks for the message