Personalized guidance backed by institutional research
Zacks Wealth Partners delivers customized wealth management solutions leveraging the quantitative research and proven strategies of our affiliate sub-advisor, Zacks Investment Management.
Built on decades of research
Our roots trace back to a core belief — that disciplined, data-driven investing leads to better outcomes for every client.
Zacks Investment Research Founded
Dr. Leonard Zacks founds Zacks Investment Research, pioneering the use of earnings estimate revisions as a predictor of stock performance.
Zacks Investment Management Launches
Zacks Investment Management (ZIM) is founded to bring the power of Zacks' proprietary research directly to managed portfolios and institutional clients.
Zacks Intelligence Founded
Zacks Intelligence LLC launches as an advanced analytics platform, integrating AI-enabled investment research and portfolio analysis tools built on the Zacks research heritage.
Zacks Wealth Partners Launched
The Zacks Wealth Partners program launches, bringing personalized advisory services and ZIM's institutional-grade strategies directly to individual investors.
Growing Together
Backed by our sub-advisory relationship with Zacks Investment Management and decades of proprietary research, we're focused on delivering personalized wealth management to every client we serve.
The Zacks ecosystem
Zacks Wealth Partners operates within a family of firms united by a common research heritage and decades of quantitative expertise.
Zacks Investment Research
Research Foundation
Founded in 1978, Zacks Investment Research provides the proprietary earnings estimate revision data and quantitative research models that power the entire Zacks ecosystem. Their #1 Rank system is among the most widely followed stock-rating methodologies in the industry.
Zacks Investment Management
Affiliate Sub-Advisor
Zacks Investment Management (ZIM) is our affiliate sub-advisor, managing $25B+ in assets under management and advisement. Founded in 1992 with 80+ employees, ZIM's proprietary strategies — including the Alpha Rank Superscore methodology — power the equity portfolios available to our clients.
Zacks Wealth Partners
Your Advisory Partner
As an SEC-registered investment advisor, we provide the personalized financial guidance, dedicated advisor relationships, and holistic planning that connects ZIM's institutional strategies to your individual goals.
Experienced advisors. Personalized guidance.
Our team brings decades of combined experience in financial services, portfolio management, and client-focused advisory.
Edward Graves
Senior financial services leader with experience spanning product development, portfolio construction, and retirement planning.
View profileZacks Investment Management is an affiliate sub-advisor to Zacks Wealth Partners. Investment strategies, performance figures, and rankings referenced are those of ZIM unless otherwise noted.
Let's build your personalized plan
Connect with an advisor to discuss how our approach can work for your financial goals.