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Insights

04.2026

Zachary Patzik

CFA, CFP®

Managing Director, Senior Wealth Advisor

Bio

About Burling Wealth Partners

Zach Patzik is a founding member of Burling Wealth Partners with over a decade of experience across the wealth advisory landscape. At Burling Wealth Partners, Zach designs and implements personalized wealth planning solutions for high-net-worth individuals, emphasizing straightforward, strategic and timely advice with the client’s short- and long-term objectives at the forefront. Zach’s career reflects the intentionality with which he approaches everything—having managed tax-advantaged equity strategies at Northern Trust, performed fixed income research at Morningstar and delivered holistic advice across the many facets of a client’s financial life at Curi RMB Capital. Zach leverages those experiences to provide exceptional client service in a tax efficient and risk-adjusted manner.

In addition to his deep commitment to helping clients achieve their goals, Zach strives to make a positive impact on the community and dedicates time to organizations and causes dear to his heart. Zach currently serves on the JCC Chicago Board of Directors and the ADL Midwest Associate Board.

Zach graduated with high honors from the Stephen M. Ross School of Business at the University of Michigan with a Bachelor of Business Administration in finance. In addition, Zach is both a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

About Burling Wealth Partners

Burling Wealth Partners is a Chicago based, independent, fee-only fiduciary serving high-net-worth individuals and families from coast to coast. We provide comprehensive wealth management services designed to protect and preserve your wealth today, foster sustainable growth for the future, and instill the confidence to focus on what matters most to you and your family. Our client-centric approach ensures tailored strategies that align with your financial goals, offering clarity, simplicity, and long-term security.

Building Your Investment Foundation After Tax Season

With tax season now behind us, many individuals and families have a clearer view of their financial picture. For some, that brings confidence. For others, it raises new questions.

It is a natural time to step back and reflect. Are you making progress toward your financial goals? Is your planning organized and intentional? Would a more structured investment strategy bring clarity?

For many busy professionals and young families, financial decisions happen over time and are often driven by immediate needs. While natural, this can lead to an ad hoc, piecemeal approach rather than a cohesive, long-term financial plan.

Start With Clear Financial Goals

Strong financial planning begins with defining what matters most. That may include retirement planning, saving for education through a 529 plan, building long-term wealth, or creating financial independence and flexibility.

From there, your investment accounts should support those goals, not operate independently. When each account has a clear purpose, your approach becomes more focused, efficient, and easier to act on.

Build a Consistent, Structured Investment Strategy

Long-term success in wealth management is driven less by complexity and more by consistent, repeatable actions.

A disciplined approach to saving, investing, and portfolio structure creates stability. Just as important, it helps remove emotion from decision-making. As markets move and volatility creeps in, a clear plan allows you to act with intention rather than react to uncertainty.

Over time, this consistency can ease stress, improve outcomes, and build confidence that your investment strategy is working as intended.

Take a Holistic, Integrated Approach

Investments are only one part of your financial life. Tax planning, cash flow, liquidity, insurance, and estate planning all play a role in shaping long-term outcomes.

Without coordination, these areas can become piecemeal or reactive. When aligned, they form a more thoughtful, integrated financial plan that improves efficiency, uncovers opportunities, and supports both your current needs and long-term goals.

A Simple Next Step

If these questions are on your mind, you are not alone.

At Burling Wealth Partners, we start with a conversation. Helping you get organized, think through your goals, and bring structure to your financial planning. From there, we work with you to build a personalized, long-term wealth management approach designed to support your family, your priorities, and your future.

DisclosuresThe information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

Advisory services are only offered to clients or prospective clients where Burling Wealth Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and the possible loss of principal. Burling Wealth Partners, LLC (“Burling”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Burling may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Additional information about Burling Wealth Partners, LLC is available at burlingwp.com or on the SEC’s website at www.adviserinfo.sec.gov.