Realta Wealth
Michael Zebrowski is a seasoned executive with extensive experience in the financial technology and wealth management sectors. Currently serving as Chief Operating Officer at Docupace, Michael oversees various teams focused on product delivery and client relations. Michael also contributes as an Advisory Board Member for both Realta Wealth and Tolerisk, providing strategic insights for innovative financial solutions. With a background that includes leadership roles at F2 Strategy, Envestnet, and eMoney Advisor, Michael has a proven track record in operational management and business development. Educational credentials include an MBA in Finance and Operations from the Isenberg School of Management, a B.A. in Political Science from the University of Massachusetts Amherst, and further executive training from the University of Virginia Darden School of Business. Previously, Michael served in the United States Marine Corps as a Sergeant.
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Realta Wealth
We are a wealth management partner delivering an experience that empowers accomplished advisors to grow on their terms. We’ve cultivated a relationship-driven community with all the capabilities of larger firms, and none of the impersonal bureaucracy or rigidity. Realta Wealth delivers best-in-breed solutions and bespoke services that together enhance the advisor-client relationship and drive practice growth. The success of our advisors and their clients is the best reflection of our own. Because we cater to accomplished financial advisors serving an affluent client base with high expectations, we are all about taking every opportunity to bring value to that relationship. This means being highly selective when it comes to the partners we work with, products we offer, services we provide and solutions we deliver. We set the bar high and are mission-driven to clear it every time. This orientation also means we prioritize growth, but we will never pursue it at the expense of delivering an exceptional experience, and real value, to our advisors.