Wealth Management specific to you.
We work with a select number of families to deliver tailored strategies, hands-on investment management, and comprehensive planning across generations.
Our Team
Bringing specialized attention to every relationship.
Zambriski Polson Wealth Advisors was built on a shared belief: clients deserve more than general advice. Paul leads our portfolio management with a disciplined, hands-on approach. Tyler guides the planning process with big-picture thinking and comprehensive strategy. Together, we provide a coordinated experience designed around your life.
About Us
Planning that can uncover what others miss.
Some advisors might stop at your portfolio. We can dig deeper into what’s often overlooked. From retirement income and taxes to family dynamics and estate decisions, we help you make confident decisions—now and for the next generation.
Our Services
Portfolio Management with a personal touch.
We specialize in crafting highly personalized investment strategies—grounded in long-term relationships and attuned to your unique needs. Whether you’re a neighbor here in the South Bay or stepping into new horizons elsewhere in the country, we bring the same care, clarity, and customized planning to every engagement.
From your current financial goals to the future you’re building—for your family and legacy—our decisions are purposefully oriented to help support where you are today and wherever you’re going tomorrow.
Investment
Management
You want someone paying attention to both the market and your portfolio. We manage investments in-house, so there’s always a hand on the wheel.
Financial
Planning
You’re not looking for a plan that sits in a drawer. We can help you prepare and adjust for what’s ahead, so you may avoid the blind spots others miss.
Retirement
Planning
You’ve worked hard to get here. We help you turn your savings into income, implement tax planning strategies, and build a plan that supports your lifestyle through retirement.
Multigenerational
Planning
You want your family to be ready. We help you involve your children by talking about wealth in practical terms, and setting them up for thoughtful financial decisions.
Our Clients
Select families who want more involvement.
We’re a boutique practice by design. That means we don’t work with everyone, and we don’t try to. We serve a limited number of clients so we can build meaningful, long-term relationships and stay hands-on with your planning and portfolio. If you’re looking for a team that knows your goals, checks in with you, and works with your family—not just your finances—we may be a good fit.
Retirees and Pre-Retirees
You want to feel confident about the years ahead. We help you create an income plan, manage taxes, and make thoughtful decisions about Social Security and your legacy.
Professionals and Business Owners
You’re busy building something, and your finances are complex. We bring strategic planning and a clear structure to help you stay on track without having to manage it all yourself.
Retirement Planning
You want to set your children and grandchildren up for success. We help you talk about money in a way that’s honest and practical—preparing them for real-world responsibility.
Our Difference
We’re deeply engaged.
You won’t be passed off to a junior team member, and you won’t get a pre-packaged strategy. We know your goals, your history, and your family. That level of involvement is the difference.
In-House Portfolio Management
We manage portfolios in-house so we can have someone watching the markets—and watching out for you.
Smaller Client Base
by Choice
Working with fewer families means more time to think, plan, and check in when it matters most.
Planning That Includes
Your Family
We help involve your children in financial conversations early, so they’re confident and prepared when the time comes.
