Take Your Financial Life to New Heights
With Zenith in your corner, you can build and implement a strategy for your wealth that prioritizes your goals and values.
Slide back into the driver’s seat with our custom-built financial planning solutions.
The Zenith Wealth Management Experience
With Zenith in your corner, you can build and implement a strategy for your wealth that prioritizes your goals and values.
Slide back into the driver’s seat with our custom-built financial planning solutions.
Comprehensive
Wealth Planning
Ready to take your financial life to new heights? You are looking for an ongoing partner to help free up your time and give you financial peace of mind.
$4,200 - $9,600/yr
Billed Quarterly, Based on Complexity
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WHATS INCLUDED Everything from the Assessment plus…
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Continuous partnership, accountability, and quarterly check-in meetings
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Ongoing customized, comprehensive financial planning that leaves no stone unturned
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Coordinated tax, insurance, and estate planning support
Popular
Assessment: Retirement Plan
Ready to see if your financial life is on track? You feel comfortable managing your own finances, but you feel like you need a “jump start” to get and stay on track.
$3,600 - $10,000
Based on Complexity
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WHATS INCLUDED
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3 months of in-depth financial plan meetings
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Evaluation of your current financial situation and portfolio
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Tailored investment strategy aligned with your goals
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“Next Steps” checklist to help you improve your overall financial security
All of our financial planning engagements are built to fit your individual needs, goals, and values. We cover all aspects of your financial life, including:
Tax Strategy & Minimization
Cash Flow Management
Family Wealth & Legacy Planning
Education Planning
Real Estate Investing
Business Planning
Estate Planning
Insurance Review & Recommendations
Investment Strategy
RSUs, Stock Options, and ESPP Plans
Getting Started with Zenith
Step 1
Discover
All of our engagements start with a discovery meeting. Together, we’ll explore what goals drive your financial planning journey and where we can help.
Step 2
Commit
Once we’ve explored what our relationship could look like, we mutually commit to our partnership.
Step 3
Goals & Getting Organized
We collaborate with you to help gather your financial documents and information. We’ll meet to assess your financial situation, pose questions, and discuss where you want to grow.
Step 4
Cash Flow & Portfolio Analysis.
Our team of professionals will build you a unique financial plan based on your goals, values, risk tolerance, and more.
Step 5
Design & Deliver Your Plan
You’ll receive your custom financial plan, complete with recommended actions.
Step 6
Dive In
This is where the magic happens! After your initial plan is delivered, we collaborate through ongoing comprehensive wealth management and investment services to help make your financial goals a reality.
Your Financial Pain Points: Solved
LIMITED SCOPE
Not Ready for an Ongoing Partnership?
For individuals who are just starting out, we offer a limited scope Financial Consultation engagement. This is perfect for you if you are an individual early in your wealth building journey with a household income less than $80,000. You are motivated to start on the right track with your financial decisions but are not ready for a more comprehensive engagement. To qualify for a Financial Consultation, you must: