Zach Heath brings a team-oriented, client-first approach to private wealth management as an Advisor at Moneta. He provides tailored, comprehensive financial guidance to help clients grow, protect, and seamlessly transfer their wealth across generations or to philanthropic causes. With a deep commitment to understanding each client’s unique goals and values, he strives to ensure their financial well-being and legacy are intentionally managed and preserved. 

Guided by what he calls the “Routine of Right,” Zach upholds principles of respect, loyalty, integrity, accountability, and stewardship in every aspect of life. 

Zach obtained his designation as a CERTIFIED FINANCIAL PLANNER® (CFP®) in 2022. He holds a Bachelor of Science in Business Administration with an emphasis in Finance from the Monfort College of Business at the University of Northern Colorado, where he also pitched for the UNC Bears baseball team. 

Zach began his career in 2018 at Innovest Portfolio Solutions, where he worked with institutional clients on investment research and governance. He shifted his focus to advising individuals and families when he joined Chad Williams at Aveo Capital Partners in 2021 before the team moved to Moneta in 2025. 

Moneta’s culture of excellence and depth of resources empower the Williams Team to focus entirely on what matters most—serving clients with clarity, care, and consistency. 

Zach has spent his entire life in the beautiful state of Colorado. He lives in Castle Rock with his wife, their two kids, and their French Bulldog. During his free time, Zach enjoys playing the frustrating sport of golf, rooting for the even more frustrating Rockies, and proudly supporting the Broncos, Nuggets, and Avalanche. 

• CERTIFIED FINANCIAL PLANNER® 
• Seeds of Hope Finance Council