A complete list of active advisors currently associated with Zenith Wealth Advisors

Warmer can help you find a great advisor at Zenith Wealth Advisors or one who fits your needs even better.

Zenith Wealth Advisors serves individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management, financial planning and consulting, family office services, and recently added retirement plan consulting. The firm operates as a small team of four advisors managing roughly $328 million across about 85 client relationships. Zenith tailors discretionary portfolios to client objectives and risk tolerances, using a mix of individual securities, ETFs, alternative and private investments, and occasionally engaging third‑party money managers; its analytical toolkit includes technical and cyclical methods alongside manager due diligence. The firm also provides hands‑on services for select clients — including family office coordination and bill‑pay — and may employ active strategies such as margin, options, and private equity where appropriate. What distinguishes Zenith from many peers is its formal affiliation with a banking and trust company, through which it offers trustee and bill‑payment services and which creates custody implications that are subject to independent annual verification. That integrated bank/trust relationship combined with a defined family office offering and a relatively small, concentrated client base are notable structural features the brochure highlights, and the firm discloses potential conflicts while noting clients are not required to use the affiliated bank or any recommended third‑party specialist.

To learn more about the advisors currently working at Zenith Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.