Holistic Wealth Planning for Peace of Mind

Helping individuals, families, and professionals find peace in the present and confidence in the future — knowing their wealth has meaning, direction, and protection.

Why ZenWealth?

At ZenWealth Solutions, we believe true wealth isn’t just measured in dollars — it’s about freedom, clarity, and the peace of mind that comes from knowing you’ve done enough. Whether you’re navigating retirement, growing a business, or planning for future generations, our personalized approach brings calm to complexity.

We’re here to help you feel secure today — and proud of what you’ll pass on tomorrow.

Who We Help

  • Individuals and families seeking long-term peace of mind

  • Retirees or near-retirees planning their next chapter

  • Business owners and professionals managing 401(k)s and legacy wealth

  • First-generation and multi-generational households

  • Higher-net-worth individuals seeking privacy, clarity, and protection

What We Offer

  • Tax Strategies to reduce your burden and increase your confidence

  • Retirement & 401(k) Planning designed for freedom, not fear

  • Insurance & IUL Solutions for growth and protection

  • Estate & Legacy Planning that reflects your values and priorities

  • Social Security & Healthcare Guidance tailored to your stage in life

“To me, wealth is more than numbers. It’s knowing you’ve provided for yourself and those you love — and that you can sleep well at night. My mission is to help you experience that peace with a clear plan, wise strategies, and care that goes beyond transactions.”

— Alice Hanh Lam, Founder & Retirement Planner

Ready to take the next step with clarity and confidence?

Ready to take the next step with clarity and confidence?

Our Services

Retirement Planning

Whether you’re 5 or 25 years from retirement, we help you plan with purpose — reducing risk, maximizing income, and building a lifestyle you can enjoy confidently.

Tax Strategies

Smart, legal strategies to reduce your tax burden now and in the future. We help you keep more of what you’ve earned, year after year.

Insurance & IUL

Protect your wealth while letting it grow. We design Indexed Universal Life (IUL) and other insurance solutions with a balance of safety and opportunity.

Estate & Legacy Planning

We help you protect your wishes, minimize legal risks, and ensure your values live on — through trusts, wills, and family-based strategies.

401(k) & Wealth Transfer

From small business 401(k)s to large estate transitions, we help make every dollar work smarter, now and across generations.

Social Security & Medicare Guidance

We help you understand your options and timing, so you can make informed, strategic decisions for retirement.