Zestiny Wealth is a boutique wealth management and financial planning firm serving clients in Denver, Austin, and virtually. Led by Ally Ecklund, CFP®, the firm takes a people-first, life-centered approach, helping clients use money as a tool to pursue meaningful goals, build security, and enjoy life. Its advisors work to understand each client’s priorities, values, and comfort with risk, then create a holistic financial plan designed to adapt as life changes.

Zestiny Wealth offers wealth management services that include investment management, tax planning, retirement planning, estate planning, and risk management. Its investment approach emphasizes long-term, diversified portfolios that are cost-effective and tax-aware, rather than attempting to predict market movements. The firm also provides hourly consultations on topics such as tax return review, portfolio analysis, retirement projections, and trust and estate document reviews.

Alongside managing financial details, Zestiny Wealth aims to provide proactive communication, personalized attention, and an ongoing advisory relationship.