Broker Check

675 3rd Avenue, Suite #900, New York, NY 10017

(212) 986-0400
info@wealthbridgefg.com
Zach Fuld

Zach Fuld

Director, Planning & Design Department, Financial Advisor

(201) 321-9474

Fuld_zachary@nlgroupmail.com

As a Financial Planner with a Personal-CFO approach, I help high-income professionals, high-net-worth families, and business owners bring clarity, structure, and strategy to their entire financial lives.

Most people are doing the right things, but not always in the right order. My role is to take a constant 360° view of your financial picture, coordinate the moving parts, and ensure every decision supports your long-term goals. I collaborate closely with CPAs, attorneys, and other financial professionals to align tax planning, risk management, wealth building, estate considerations, and—when applicable—business strategy.

For high-income individuals & HENRYs, I help you:

  • • Get financially organized with a clear long-term roadmap
  • • Reduce risk while maximizing wealth-building opportunities
  • • Implement tax-efficient saving and investing strategies
  • • Prepare for major life transitions and wealth transfer

For business owners, I help you:

  • • Increase enterprise value and prepare for a future exit
  • • Implement strategies to retain and reward key employees
  • • Optimize qualified plan design for both owners and employees
  • • Coordinate personal and business finances for efficiency and growth

I take great pride in providing authentic, comprehensive planning—not transactions.

If you’re simply looking to buy insurance or have someone invest your money with no broader planning involved, I may not be the right fit. But if you want a strategic partner who thinks like a Personal CFO—someone who understands the full picture and helps you make high-impact financial decisions—I’d love to connect.

Meet With Me

Zachary Fuld is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. (ESI), Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, 212-661-1600 or 212-986-0400. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. National Life Group is a trade name of NLIC and its affiliates.

Zachary Fuld is an independent contractor and is not an employee of any National Life Group entity. Zachary Fuld is licensed to sell securities in New Jersy and insurance-licensed in New Jersey. An endorsement of this individual is not a referral of them for investment advisory services and may not reflect others’ views or experiences. TC8412453(0925)3