ABOUT US

ABOUT US

WHO WE ARE

Wealth management does not start once you have millions of dollars in your investment portfolio. Managing and achieving wealth is an infinite journey. Zenith Wealth Partners works with you to evaluate the best financial decisions while giving you back time and peace of mind.
We guide professionals and families that are focused on earning income and creating long term wealth. We work to inspire a wealthy mindset in all of our clients and to serve our communities by hosting educational programs for schools, organizations, and businesses.

WHO WE ARE

Wealth management does not start once you have millions of dollars in your investment portfolio. Managing and achieving wealth is an infinite journey. Zenith Wealth Partners works with you to evaluate the best financial decisions while giving you back time and peace of mind.

We guide professionals and families that are focused on earning income and creating long term wealth. We work to inspire a wealthy mindset in all of our clients and to serve our communities by hosting educational programs for schools, organizations, and businesses.

We inspire smart financial decisions while creating the optimal wealth advisory experience for our clients.

OUR VALUES

Flexibility

Things change in life. Our advice adjusts as your goals, needs, and objectives change over time.

Quality

Our service is tailored for your success. A strong feedback loop paired with research and development enables our offerings to continuously improve our service to you.

Simplicity

Complication does not drive optimal financial outcomes. Our advice is simple, forward-looking, and actionable.

Forward Thinking

Financial freedom is a journey. Our main objective is to help you understand your options, take action, and anticipate the future impact of your financial decisions.

OUR VALUES

Flexibility

Things change in life. Our advice adjusts as your goals, needs, and objectives change over time.

Quality

Our service is tailored for your success. A strong feedback loop paired with research and development enables our offerings to continuously improve our service to you.

Simplicity

Complication does not drive optimal financial outcomes. Our advice is simple, forward-looking, and actionable.

Forward Thinking

Financial freedom is a journey. Our main objective is to help you understand your options, take action, and anticipate the future impact of your financial decisions.

Independent

Zenith Wealth Partners is an independent wealth management firm and a registered investment advisor. We aren’t limited to specific solutions or advice, and we’ve chosen our partners, vendors & service providers because we believe they provide the best value to our clients.

Fee-Only

We do not accept commissions. We are only paid by our clients. We are committed to this model because we believe it allows you to know our advice is in your best interest and not biased towards a high commissioned product.

Fiduciary

Zenith Wealth Partners has a fiduciary responsibility to put our clients needs above our own. We are also required to disclose any current or potential conflicts of interest to our clients, abide by a Code of Ethics, and fully disclose how we are compensated.

Independent

Zenith Wealth Partners is an independent wealth management firm and a registered investment advisor. We aren’t limited to specific solutions or advice, and we’ve chosen our partners, vendors & service providers because we believe they provide the best value to our clients.

Fee-Only

We do not accept commissions. We are only paid by our clients. We are committed to this model because we believe it allows you to know our advice is in your best interest and not biased towards a high commissioned product.

Fiduciary

Zenith Wealth Partners has a fiduciary responsibility to put our clients needs above our own. We are also required to disclose any current or potential conflicts of interest to our clients, abide by a Code of Ethics, and fully disclose how we are compensated.

MEET THE TEAM

MEET THE TEAM

Jason Ray

Jason Ray

Founder & Lead Advisor

Jason Ray is the founder & CEO of Zenith Solutions and Chief Investment Officer of Zenith Wealth Partners. Early in his career, Jason gained extensive experience evaluating and creating solutions for financial advisors at Lincoln Financial and FS Investments.

Most recently, prior to founding Zenith, Jason helped renovate a longstanding independent wealth advisory firm, Carnegie Wealth Management, by building new technology, private placement structures, and research capabilities. He delivered investment advice and financial plans to families with a net worth upwards of $10M.

In these past roles, Jason became an effective investment professional, financial analyst, and wealth advisor. He also realized that effective wealth management techniques should not be unique to high net worth individuals.

Jason founded Zenith Solutions to deliver accessible, high quality financial education, advice, and technology to individuals and families. His work is inspired by racial and age wealth inequality that exists in society. Jason works to lead more people to financial freedom

Jason grew up in Michigan and holds a Bachelor of Science degree in Politics from Princeton University. At Princeton, Jason was an all-conference football player and league champion. He is a candidate for Level III of the Chartered Financial Analyst (CFA) designation. Jason serves on the boards of CB Community School and Cannon Dial Elm Foundation. He currently lives in Philadelphia with his wife Rukiya and dog Coco. If you’re downtown you may find Jason running, biking, or reading in the park.

MY PROFESSIONAL AND ACADEMIC
QUALIFICATIONS INCLUDE:
Founder
CFA Candidate – Level III
FINRA Series 7 and 66
B.S. in Political Science, Princeton University
Chelsea Ransom-Cooper, CFP®

Chelsea Ransom-Cooper, CFP®

Managing Partner & Financial Planner

Chelsea Ransom-Cooper is the head of Wealth Management and Financial Planning at Zenith Wealth Partners.

Prior to becoming a Managing Partner at Zenith Wealth Partners, Chelsea spent several years as a financial planner serving families with investment portfolios upwards of $2 million dollars. While collaborating with her clients’ accountant and attorney, Chelsea developed customized financial plans that aligned each client’s generational wealth goals with their current needs and values.

While working in an industry traditionally gate kept for wealthy retirees, Chelsea realized that she could help more diverse clientele make life-changing financial decisions before they reached retirement. At Zenith Wealth Partners, Chelsea guides clients through their financial life by discussing the “why” behind each of their financial goals. Chelsea recognizes financial planning is a marathon, not a sprint, and through on-going relationships with her clients, she strategically develops financial plans that fit their present and future lifestyles.

Chelsea graduated from Syracuse University with a Bachelor of Science degree in Finance. She obtained her Financial Planning Certificate from New York University (NYU). In addition, Chelsea was recognized as the Association of African American Financial Advisors (Quad A) 50 Under 50 financial professionals. She also sits on the Young Whitman Advisory Council for the Whitman School of Management at Syracuse University.

Throughout tax season, you can find Chelsea volunteering in NYC with the Volunteer Income Tax Assistance (VITA) Program preparing taxes for low-income families, immigrants, non-English speakers, seniors, and self-employed individuals.

Chelsea currently lives in Brooklyn, and if you’re in the neighborhood on a nice day, you might see her on her roof working.

MY PROFESSIONAL AND ACADEMIC
QUALIFICATIONS INCLUDE:
CERTIFIED FINANCIAL PLANNER™
FINRA Series 65
Certificate in Financial Planning, New York University
B.S. in Finance, Syracuse University