Boutique private-market diligence
About Zion Wealth
Zion Wealth operates in Ontario and Florida and works with accredited investors reviewing private credit and owner-led acquisition opportunities with an emphasis on conservative underwriting, clear communication, and transparent discussion of risks and conflicts.
Operator and investor credibility
Jared Dally
Jared Dally leads opportunity sourcing and investor communication for Zion Wealth. He holds an MBA from Cranfield School of Management and the Chartered Investment Manager designation.
Team approach
Zion is intentionally boutique: a focused team reviewing private credit and acquisition opportunities, coordinating diligence materials, and communicating directly with qualified investors.
Investment philosophy
Understandable structures
Zion prefers opportunities where the source of repayment, downside case, fees, conflicts, and investor role can be described plainly.
Alignment before allocation
Investor materials should explain how Zion, borrowers, operators, sponsors, and referral parties may be compensated before capital is considered.
Index investing in the background
Public-market index investing remains part of the broader wealth conversation, while the website focuses on private credit and acquisitions.
Operations and contact
Ontario and Florida
Zion Wealth operates in Ontario and Florida and communicates with qualified investors primarily by email and scheduled follow-up.