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Specialties
Zach Esplund is the founder of Physicians Wealth Solutions, a financial planning firm in partnership with Northwestern Mutual, where he specializes in guiding medical professionals through comprehensive financial planning.
With expertise in retirement, investment, and tax planning, Zach emphasizes efficiency and growth while protecting clients from potential risks. His holistic approach includes estate and legacy planning, as well as comprehensive risk management, ensuring long-term stability for families and future generations. Known for his clear communication and tailored strategies, Zach delivers a concierge-level experience that prioritizes each client’s unique needs and goals. At the core of Zach’s business philosophy is a belief in serving others with positivity and purpose. He approaches each client relationship with a deep sense of responsibility and care, striving to provide the highest level of personalized service. His mission is to help others in a meaningful way, empowering clients to achieve financial independence while offering support and guidance every step of the way. He believes that financial success doesn't happen by chance and has much more to do with choice, and transforming aspirations into actuality takes courage and discipline. When it comes to your financial goals, each decision can have a significant impact on your future, and a good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. “What I enjoy most about running my financial practice is the blessing of meeting with wonderful people every day and having the opportunity to become a part of their story, making an impact in their lives, and helping them achieve their goals and dreams!” Zach recently relocated to Scottsdale, Arizona, with his wife Ashley and three children (Miles, Madison, and Jack), embracing the opportunity to create a better work-life balance and strengthen connections within the local community. As a family-oriented professional, Zach’s core values include integrity, dedication, and growth—both personally and professionally. His commitment to these principles is evident in how he approaches his work and personal life. When not helping clients reach their financial goals, Zach enjoys spending quality time with his family, especially engaging in activities that foster adventure and learning with his children. He enjoys attending sporting events, exploring the outdoors, and is always seeking new ways to balance work with meaningful personal experiences. Zach is also an advocate for personal development, continuously expanding his knowledge to better serve his clients and community. A Note from Our Founder: Through many years of experience working in the financial industry, it became widely apparent that there is a considerable demand for the work that we do. Our knowledge and expertise surrounding the nuances of what can become quite complex continues to be sought after; even more so as financial capacity rises. Understanding this, coupled with the realization that today’s world and the lives we lead tend to become increasingly “busy”, we made a concentrated effort to dedicate and evolve our practice into a firm built on integrity, trust, faith, and generosity. With that in mind, it is our intention to serve as a catalyst for our clients as we develop long-term, multi-generational relationships by simplifying the financial planning process and breaking it down into actionable steps that inspire a move to action. At Physician's Wealth Solutions, what we have come to enjoy most about running our financial practice is not merely the fact that we have the blessing of meeting with wonderful people every day, but it is knowing that we have the opportunity to make a profound impact in their lives, becoming a part of their story as we move them closer to achieving their goals and dreams, determined to maintain what is most important to them. When people feel better about their money, good things happen –they become more confident and feel more secure. Taking away the everyday financial stress that many endure (1 out of every 3 individuals, in fact), helps them breathe easier, sleep better, feel happier, and live life to its fullest. That is why PWS exists and why we do what we do! Financial success doesn't happen by chance...it has much more to do with choice. Transforming aspirations into actuality takes courage, hard work, and discipline. When it comes to your financial goals, each decision you make will have a significant impact on your future. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Our role is all about serving you and providing the customized support you need. Our goal is to take the stress and complexity out of personal financial affairs to help you become the 'best version-of-yourself'. Our team is very passionate about our work and take pride acting solely in our clients' best interest. Our purpose is to deliver paramount service, along with innovative solutions to support our clients every step of the way. Welcome to the family – As always, we look forward to serving! - Zach Esplund
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Always free for clients.
CFP, CHFC, CLU, CAP, RICP, MSFS
Chartered Designations
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Zachary Esplund is a Registered Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI, a subsidiary of NM and limited purpose federal savings bank that provides financial planning, investment management, and trust services. Zachary Esplund is also a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC. Zachary Esplund uses Physician’s Wealth Solutions as a marketing name for doing business as a representative of Northwestern Mutual. Physician’s Wealth Solutions is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Zachary Esplund is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities) and its subsidiaries. There may be instances when Zachary Esplund represents companies in addition to NM or its subsidiaries. Certified Financial Planner Board of Standards Inc. owns the certification marks (CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. Please do not send orders for mutual funds or securities via email, as they cannot be processed. Your transmission of electronic mail to this address represents your consent to two-way communication by Internet e-mail. If you received this in error, please contact the sender and delete the material from any computer on which it exists.