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Zenith Wealth Partners

First time stewards on the board of a Nonprofit or Foundation
Institutions

The First IPS Starter Guide: What Belongs in Your Organization’s First Investment Policy Statement

The Investment Policy Statement is where endowment governance begins. It converts the donor’s trust into operating instructions every future board can follow.
An IPS tells your board, your advisor, and your future leadership what this fund is for, how it should be managed, and how decisions get made. Without it, every investment question becomes a new debate. With it, your board has a framework that outlasts any individual member. That separation made sense when the tools for doing something different did not exist. It makes less sense now.

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Zenith Wealth Partners' team over the past year.
Firm Updates

Year 7: The Numbers, The People, The Plan

Zenith turns 7 with $210M generated for clients, 325 families served, and a sharper sense of who we’re built for. Plus a first look at the client-focused redesign coming soon.

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Financial Planning

How to Decide Which Travel Credit Card Is Right for You

Skip the card-collecting approach and match one card to your travel style. Check which airline hubs your local airport is connected to, since a co-branded card from that carrier often out-earns a flexible points card if you default to them anyway. Depending on your travel pattern, a flexible option, a premium option with stronger perks, or a hub-matched airline card could be the better fit. Run the math on what you would use against the annual fee before applying.

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How Philadelphia Foundations Are Using Their Endowments to Fund the City They Serve
Institutions

How Philadelphia Foundations Are Using Their Endowments to Fund the City They Serve

For most of Philadelphia’s philanthropic history, there has been a clean separation between grantmaking and investing. Grants go out. The endowment sits in a portfolio managed by an advisor whose primary job is to make sure the money grows enough to support next year’s grants.

That separation made sense when the tools for doing something different did not exist. It makes less sense now.

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Investment Insights

August ‘26 Investment Insights: What Strong Earnings and a Cautious Fed Mean for Investors

Markets don’t usually hand you a record high and a reason to stay cautious in the same month, but August 2026 has managed both. The S&P 500 touched fresh all-time highs on strong corporate earnings, even as the Federal Reserve held its ground on interest rates and inflation stayed stubbornly above target. For investors, that combination is a reminder that a good month for stocks isn’t a green light to abandon a disciplined plan.

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Institutions

Redefining How We Unlock Wealth

Black Philanthropy Month gives us a moment to pause and name something that too often goes unspoken: Black communities have always been philanthropic. Long before “philanthropy” was a line item in an estate plan or a tax strategy, it was a mutual aid society, a church collection plate, a sorority scholarship fund, a neighbor covering another neighbor’s rent. Dr. Jacqueline Copeland-Carson helped formalize that recognition when she founded Black Philanthropy Month in 2011, and in the years since, it’s grown into a global celebration of Black giving in all its forms, individual, institutional, formal, informal, and everything in between.

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