Philadelphia, PA 2400 Market St. Office

Zenith Wealth Partners serves individuals (including high-net-worth clients), small businesses, retirement plan sponsors, and charitable organizations with a range of services including project-based and ongoing financial planning, portfolio management, business planning and underwriting support, retirement plan consulting, and evaluation of direct private investments and held-away accounts. The firm offers both discretionary investment management and one-off engagements such as estate planning facilitation and financial consultations.

Zenith’s investment process begins with assessing client risk tolerance and uses long-term capital-market assumptions to set asset allocation, favoring low-cost, broadly diversified index exposures as a core with selective active managers, direct indexing, structured notes, and alternative investments applied where appropriate. Portfolios and third-party managers are monitored through a documented Investment Policy Statement and a multi-factor scoring framework that drives periodic reviews and rebalancing.

The brochure discloses marketing and client-education practices that are uncommon among peers: Zenith engages independent promoters (compensated from advisory fees) and uses testimonials and endorsements in its advertising, and it provides paid speaking engagements and educational workshops described as purely educational. It also emphasizes direct private-investment sourcing and underwriting services and discloses receiving limited economic benefits from a recommended custodian tied to maintaining a baseline asset level, which the firm notes as a potential conflict of interest.