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

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

Zenith Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations and business entities. The firm delivers tailored, discretionary portfolio management and prepares financial planning recommendations that may include non‑investment topics such as retirement strategies, tax considerations and estate planning. The firm’s investment approach emphasizes a tactical allocation strategy and uses a mix of fundamental, technical and cyclical analysis to inform decisions. Zenith may employ a broad set of instruments — including exchange‑listed and over‑the‑counter securities, mutual funds, bonds, options, and, when appropriate, margin or short positions — and may use cash holdings or targeted stock selections to manage sector weightings and hedge risk. Notably, Zenith operates at a very small scale relative to peers (six clients and approximately $364,310 in assets under management as of 12/31/2025) and also offers hourly financial planning engagements in addition to asset management. The firm’s ADV discloses a prior disciplinary matter: the managing member pled guilty in 2016 to a misdemeanor for providing false identification/information, a disclosure the firm reports in Item 9.

To learn more about the advisors currently working at Zenith Wealth Management, 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.