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2 Summit Park Drive, Suite 215, Independence, OH 44131

704-307-5276
Zach.karason@prudential.com
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Craftsmanship Applied to What You've Built

What you've accumulated came from years of decisions, most of them made without a professional in the room. Our craft is looking at all of it together and shaping something coherent from parts that were never meant to fit.

What We do
The pieces of your financial life, handled together

Financial decisions are easy to make one at a time and difficult to make in the right order, which is how households end up with an old 401(k) nobody has looked at, coverage that no longer matches the obligations it was bought for, and beneficiary forms that contradict a will signed years later. We handle the planning, the portfolio, the insurance review, the estate coordination, and the tax conversation as parts of one strategy instead of separate errands. What you get back is a clear account of where you stand and what each decision costs before you make it.

Who We ServeThose Who Want a Professional in Their Corner

Who We Serve
Those Who Want a Professional in Their Corner

The households we serve tend to have more moving parts than a single afternoon of research can resolve, and enough at stake that guessing is not an appealing option.

People approaching retirement

  • Turning decades of savings into reliable income requires decisions that are difficult to reverse once made.

Families carrying obligations in both directions

  • Tuition and aging parents can arrive in the same decade, competing for the same resources.

Professionals with assets spread across old accounts

  • Job changes leave behind plans and holdings that were never designed to work together.

Those managing significant or newly liquid assets

  • A business sale or concentrated position raises questions about timing, taxes, and what comes next.

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Schedule Consultation

How We Help
Where the Pieces Connect

Each piece of your financial life affects the others, so we handle them together rather than treating them as separate engagements. Where we start depends on which decision is closest at hand.


Financial Planning

We model your current path against crafted alternatives, and the resulting projections set the terms for later decisions and for measuring how those decisions actually turned out.

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Investment Management and Portfolio Construction

Portfolios built around the job each portion of your wealth performs, from near-term stability to growth measured in decades.

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Insurance and Risk Management

We compare what your household would need if the income stopped against the coverage you already carry, then address the gap.

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Tax Coordination

Working alongside your CPA, we watch for opportunities as they surface and share what we find while decisions remain open.

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Estate Planning and Charitable Giving

Account titling and beneficiary designations reviewed against your existing documents, coordinated with the attorney who drafted them.

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Asset-Backed Lending

Borrowing against holdings you already own, with the mechanics and the risks laid out before anything gets signed.

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Who We AreA Craftsman's Approach to Financial Advice

Who We Are
A Craftsman's Approach to Financial Advice

An artisan studies the material before shaping it, and the same sequence governs how we approach a financial strategy, starting with your obligations and timelines rather than a product recommendation. Artisan Wealth Management is affiliated with LPL Financial and works with clients nationwide from an office in Independence, Ohio.

Our Process
From Introduction to Implementation

Every strategy we build follows the same path, though where it leads differs with each client.

1. Assess
Discovery and Goals

We learn your full financial picture, then define what you want the money to accomplish beyond the numbers.

2. Craft
Strategy

Your current path compared against crafted alternatives, modeled in planning software so the tradeoffs become visible rather than theoretical.

3. Implement
Investment Blueprint

Once a direction is chosen, we specify which investments serve which purpose and which accounts will hold them.

4. Connect
Protection and Legacy

Risk coverage, tax coordination, and estate details addressed alongside your CPA and attorney as your circumstances evolve.

Let's Build Your Plan

Our Resources
Good Reads, Smart Thinking

We like sharing ideas that help our clients think differently about money and life. Browse the latest articles, guides, and insights below.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Get Started
Ready to See What Yours Would Look Like?

A first conversation costs you an hour and commits you to nothing beyond it. Bring whatever you have been putting off, and we will tell you candidly whether we are the right people to help with it.

Let's Build Your Plan