Adrian L. Zilvetti


115 S 84th St, Ste 275 Milwaukee, WI 53214

Adrian L. Zilvetti

Senior Vice President, Investments and Planning

For over two decades Adrian has provided a personalized suite of integrated strategies to address even the most complex financial needs confronting families. He provides advice focused on the preservation and enhancement of wealth through financial planning, tax-intelligent investment management, and charitable planning.  

Adrian began his career as a Financial Consultant with Washington Investment Group in Washington DC. In 2003, Adrian moved to Wisconsin to join Disciplined Financial Services where he could continue his passion for investment research and share his knowledge as a member of the firm’s Investment Committee. He Joined Freedom Wealth Alliance in 2014 as Senior Vice President, Investments and Planning and most recently partnered with Belpointe Asset Management in 2023.

While studying economics at the University of Wisconsin-Madison, he traveled to Central and South America to further his Spanish language fluency. Currently, he is traveling more frequently to Italy where he is increasing his Italian language proficiency and refining his culinary skills. He has the Series 7 and 63 registrations and Wisconsin Life Insurance License.

Fun Facts about Adrian

  • Adrian is actively involved in the community.  He has served as Trustee for the Historic Water Tower Neighborhood and Board member for America Scores-Milwaukee. He served on the planned giving council for St. Sebastian Parish Foundation and was a Board member of the Washington Highlands Historic Preservation Corporation.
  • For nearly three years he hosted a radio segment on Milwaukee’s Classical radio station to help educate listeners about various financial topics. He enjoys writing financial planning and investment articles—some were featured locally in Magazine SoHo and the Biz Times.
  • Adrian is the devoted husband to Jennifer, his wife of 24 years and father to their two boys. In his down time, Adrian enjoys skiing, snowboarding, soccer, windsurfing, sailing, cooking, and working on their historic home.

 

Securities offered through D.H. Hill Securities, LLLP, Member FINRA/SIPC. Investment advice offered through Belpointe Asset Management, a registered investment advisor, and are not affiliated with D.H. Hill Securities, LLLP.

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