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Living In RetirementHaving a relaxing retirement starts with
smart planning and execution from Zinnia. -
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Depth of ExpertiseInsurance planning, retirement and income planning
strategies to help preserve and protect your assets. -
Gain Peace of MindProviding financial peace of mind through tailored investment and insurance solutions. -
Sustainable advantageZinnia Wealth develops specific strategies while
providing clients with outstanding service.
WHERE GROWTH COMES NATURALLY.
Personal, Caring Customer Service Like No Other Company.Client Login
Welcome to Zinnia Wealth
Zinnia Wealth Management specializes in personally helping families, individuals and businesses achieve wise financial stewardship. Our group concentration is on four essential retirement planning strategies: Protection of Your Health Care, Financial Security, Planning Your Estate, and Preserving Freedom of Choice.
We help make the most of your employer-sponsored retirement plans and IRAs. By determining how much you need to retire comfortably and managing assets before and during retirement, we can help you achieve a stress-free retirement.
INTRODUCING OUR
NON-PROFIT ORGINIZATION
Welcome to the
Grilled Cheese
Foundation
Our foundation was created on the principle that we could help struggling single parents get their kids through high school and adequately prepare them for college. Our first fundraiser event is at Painting with a Twist on May 12th.
Meet Our Founder & Financial Strategist
Charisse is committed to helping you pursue your long-term financial goals.
Charisse Rivers Smith
Charisse Rivers Smith is the founder and president of Zinnia Wealth Management. Charisse is an Investment Advisor Representative for Retirement Wealth Advisors. She prides herself on creative tactics and strategies for growth and protection that can be implemented with tools and vehicles to build future wealth preservation. As a Fiduciary, she provides efficient financial strategies to individuals. She adheres to the Fiduciary Standard in her industry, which means she is always looking out for your best interest above her own.
Charisse received a bachelor’s degree from the University of Florida in 2004. Shortly after graduating, she started working in her field. She donates and volunteers her time with children’s autism awareness, The Eagles Club, Toys for Tots and Brother’s Keeper. She is the mother of two children and is married to Shawn Smith, who is a volunteer firefighter and a fulltime licensed agent with Zinnia.
Charisse is also a proud member of the FPA (Financial Planning Association) & NAIFA (National Association of Insurance and Financial Advisors).
Clients Appreciate Our Comprehensive Insurance & Investment Services
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Recent News
Learn more about what’s happening at Zinnia Wealth, where we care about your financial success!
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Your Taxes are Filed… Now What?
April 23, 2018
Plan for and live out your best retirement possible. Schedule your financial review and start reading your free eBook, TODAY!