CULTIVATING STRATEGIC PARTNERSHIPS
Cultivating Strategic Partnerships
Our Mission
Zermatt Holdings is a private holding company with a portfolio of interests and active presence in financial services, wealth & asset management, direct real estate.
Zermatt Holdings LLC has private interests in multiple companies in the financial services, asset management, and wealth management sectors on a national basis. We seek opportunities to constructively invest in wealth advisors and their books of business, select broker-dealers, register investment advisors and boutique investment managers. Additionally, Zermatt Holdings LLC opportunistically invests in direct real estate, primarily in the Mid-Atlantic and Southeast.
Whether you are a wealth manager or wealth management team interested in finding the optimal home for your business or an RIA or asset manager interested in a growth equity or a buy-out capital partner, please contact Zermatt Holdings as a discerning, discreet and capable potential partner.
Our Approach
By cultivating strategic partnerships, we associate experienced advisors and members of our firm, allowing us to serve our combined client base at the highest level possible.
OUR TEAM
Louis began his wealth management career in 1987 and has over thirty years of experience including time at Merrill Lynch, Prudential Securities, PaineWebber, and Morgan Stanley. He has grown and managed multiple advisory businesses and also acquired and divested multiple registered investment advisory entities. He has directly sourced and managed several high net worth and ultra-high net worth clients and acted as the investment fiduciary to large institutional investment clients & retirement systems, including the state of North Carolina. His experience has afforded him invaluable insights that are applicable for solving technical wealth related challenges for high net worth and ultra-high net worth families and institutional investors.
He is currently Managing Partner of Zermatt Holdings LLC, a private holding company with a portfolio of interests and active presence in financial services, wealth & asset management, and direct real estate. He is also the Managing Partner for WFA San Diego and Founder/CEO of Zermatt Wealth Partners, a currently bi-coastal high net worth focused wealth management entity with teams located in San Diego, CA and Wilmington, NC.
Louis’s extensive background in wealth management, team building, transitioning advisors and acquisitions in the financial services industry has given Zermatt Holdings and Zermatt related holding affiliates a strategic advantage regarding leadership, experience, vision, and creativity.
Louis is a Certified Private Wealth Advisor and currently holds his 3,7, 24, 63, 65, along with his Life, Accident and Health Insurance licenses.
Dr. Meyer Dworsky is a neonatologist in Huntsville, Alabama and is affiliated with multiple hospitals in the area, including Crestwood Medical Center and Hill Hospital of Sumter County. He received his medical degree from University of North Carolina at Chapel Hill School of Medicine and has been in practice for more than 20 years. Meyer is actively involved in the strategic vision of Zermatt Holdings and assists in business partnerships, mergers and acquisitions and the efficiencies of our day to day business opportunities.
“Finding the best person or the best organization to invest your money is one of the most important financial decisions you’ll ever make.”
“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.”
“The four most dangerous words in investing are: ‘This time it’s different.’”
“The person who starts simply with the idea of getting rich won’t succeed; you must have a larger ambition.”
“If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.”
OUR OFFICE
- 2115 Rexford Road, Suite 311
Charlotte, NC 28222