
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.

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.

As Zenith Wealth Partners reaches its fifth-year milestone, we reflect on our growth journey with a deepened focus and renewed commitment to our core values. What began as a vision to address systemic wealth inequality has evolved into a thriving, mission-driven advisory firm with an expanding impact.

We are thrilled to introduce a valuable new addition to our team, Jerel Butler, who joins us in the role of Financial Planner. At Zenith,

Zenith will align the Philadelphia-based Foundations’ long-term investments with its mission, values, and grant-making. PHILADELPHIA, Pa – September 19, 2023 – Zenith Wealth Partners (Zenith),

What is the objective of this year in review? To energize our audience and their alignment to eradicate wealth inequality by sharing our firm’s achievements,

In an era where financial success intertwines with societal impact, non-profit organizations, foundations, and endowments face the dual challenge of generating returns while remaining true

Congratulations to Chelsea Ransom-Cooper for being named as a member of the 2023 Investment News 40 Under 40. Chelsea’s exceptional client service has deservedly been

Please join us in congratulating Chelsea Ransom-Cooper on being selected as one of Financial Advisor’s 2023 Young Advisors to Watch. Since joining as co-owner and

Philadelphia – March 28, 2023 – Zenith Wealth Partners, in partnership with the Philadelphia 76ers, is excited to announce Charisse McGill, CEO of Lokal Artisan

Financial decisions can be life changing. We believe that sound financial advice can inspire smart financial decision-making and we work to create financial success in