Years of
Experience
In Assets Under
Management (AUM)
as of 11.25.2024
Households
Served
Designation
Since 2015
Tranquility Wealth Management is a full-service wealth management firm focused on multi-generational financial planning. We specialize in helping clients navigate life’s transitions, from the early years to retirement and beyond. As a family-run practice, we meet you where you are and guide you through each stage of life. Our approach is simple: we create goals-based plans that address your needs now and in the future. With clients ranging from infants to those 90 and older, we understand that every family is unique and requires a personalized path to financial independence.
At Tranquility Wealth Management, we get to know you personally from the start. Whether it’s around your kitchen table or in our office, we work with you to create a straightforward plan that aligns with your values and goals. We understand life can throw curveballs, so we build plans that prepare you for both the expected and unexpected. We also work closely with your tax and legal experts, creating a team dedicated to finding the best solutions for your financial needs.
Maximizing opportunities to generate and distribute your retirement income effectively.
Creating a clear path for your assets to pass to heirs efficiently. We work closely with your estate attorney and tax professionals to set up accounts and risk sensitive investments.
Reviewing current policies for better options and developing effective retirement income strategies.
We offer state-specific 529plans, providing flexible, tax-efficient savings for education with risk models designed to grow early and adjust as college approaches.
Managing several model portfolios, rebalanced quarterly based on research from leading investment firms.
Collaborating with your attorney and trustees to create and maintain trust solutions tailored to your needs.
Helping protect older clients from fraud by working with family members to create a financial safety net.
With firsthand experience in law enforcement, we understand the financial needs of public safety professionals. We create retirement plans focused on stability and peace of mind, so you can confidently transition into life after service.
We help retirees worry less about money and more about enjoying life. Our personalized financial plans ensure your hard-earned savings support a well-managed, stress-free retirement.
We guide young families in building a strong financial foundation through smart saving, investing, and planning for key milestones like buying a home or funding education, all tailored to your goals.
Tranquility prepares you for loved ones’ unexpected needs, helping you avoid costly surprises. Working with your advisors, we ensure you’re ready when family care becomes essential, providing peace of mind through a comprehensive plan.
At Tranquility Wealth, we provide personal, attentive service tailored to your needs. As a family business, we focus on building lasting relationships with timely responses and regular reviews of your goals. We prioritize understanding your values, guiding you through life’s transitions with clear, straightforward advice that puts you first.
Jeremy Ziemba's professional career has focused on operations management and elevating client satisfaction, laying the groundwork for seamless client interactions and sustained success. His commitment to excellence is reflected in his aim to ensure the success of both clients and team.
On a personal note, Jeremy grew up in San Diego, spent his 30s in Denver, Colorado, and now resides in New York's beautiful Hudson Valley. He enjoys spending personal time volunteering, hiking, and enjoying life with his wife and their dog, Zoey.