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

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

Zenith Wealth Partners serves individuals (including high-net-worth clients), small businesses, and charitable organizations with a mix of financial planning and investment services. The firm offers project-based and ongoing wealth planning, discretionary portfolio management, retirement plan consulting, business planning and underwriting support, estate planning facilitation, savings-portfolio cash management, and advice on held-away accounts, managing roughly $151 million for about 300 clients. The firm employs both active and passive investment management and uses a combination of fundamental, technical, cyclical and charting analysis to inform asset allocation and security selection. Zenith may engage independent managers, constructs client-specific investment policy statements to guide discretion, and provides due diligence and ongoing monitoring for direct private investments such as private equity, real estate, and private credit, with client approval required for each placement. Notable distinctions include the firm’s use of endorsements and client testimonials in its advertising and its regular offering of speaking engagements and educational workshops—practices that are uncommon among similar team firms. Zenith also provides specialized fundraising and underwriting services for companies, including arrangements to receive a portion of financing proceeds as payment in some engagements, and explicitly documents a structured investment period and diligence process for private-investment work.

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