Zachary Jaro is a senior wealth advisor with Baker Tilly Wealth Management, LLC. He has more than nine years of experience providing 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. He 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 a premier financial services firm where he serviced hundreds of business retirement plans and aided in plan construction, investment selection, participant engagement and due diligence.

“It’s a wonderful life…thanks to insurance protection,” June 2023

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

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

Crafts holistic financial plans that encompass investment management, retirement planning, legacy planning, tax optimization and risk management

Oversees and makes decisions about investment portfolios by strategically selecting and balancing assets based on market conditions, risk tolerance and investment objectives

Develops comprehensive strategies to optimize tax efficiency and minimize tax liabilities

Assesses clients’ needs and risks to recommend and implement appropriate insurance policies to provide financial protection

Advises clients on a variety of financial topics to help improve financial literacy and decision-making

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