This tool is provided for our clients and prospects to quickly send us files securely. You do not need to notify us after uploading a document. Please allow 2 – 5 business days for us to process any files you send.
This tool should only be used by clients and prospective clients of Zinnia Wealth Management. The use of this tool does not create a planning engagement. To create a financial planning or investment advisory agreement with Zinnia Wealth Management you must sign a separate agreement.
We are unable to process any trades through this site, you will need to contact the office and speak with someone.
Your information will be used for internal purposes only. It will not be shared with third parties.