Our goal is to help you achieve yours
We work with high-earning individuals and families who are building their wealth and are never willing to settle for less than the best in their personal and professional lives.
we're here to help
You’re looking for a partner to help you unlock the next level in your financial life.
At Zenith, we’re passionate about you. Your goals, dreams, what you love, what you value – you are at the heart of everything we do.
Our firm serves several unique groups of professionals, listed below. Don’t feel like you fit on this list? Continue to reach out! Our ever-growing team is constantly leveling up their knowledge and continuing education to introduce new specializations to better serve our current and future clients.
zenith wealth partners
Who We Serve
At A Glance
- Cash Flow & Budgeting
- Post-Secondary Planning
- Retirement Planning
- Estate Planning
- Investment Planning
It’s challenging to navigate your money when you’re the first in your family who has had a financially successful career. You’re a high earner who is ready to take the reigns and turn your wealth into a lifestyle you love – but you’re not sure where to start. We can help with our collaborative, relationship-focused financial planning and investment management.
‘How It Started’
Amy and Jacob are a young couple living in the Philadelphia area. They are excited to start growing a family in the next few years and are happy with their jobs. Even though they are financially comfortable, they also have a generalized feeling of anxiety regarding their wealth. Neither of their parents went to college, and they’ve been consistently out earning their families for the past several years. The questions they’re facing are new to them, and they don’t have a framework to make confident decisions. They’re asking themselves:
- Should we plan to save for our child’s education?
- What if we need a bigger house as our family grows? Should we consider private schools or buying in an area with an excellent public school system?
- How much should we consistently be saving for retirement?
- What type of insurance should I have?
Both Amy and Jacob are grateful for their parents and proud of where they have come from, but the pressure to “make the most” of their circumstances can feel all-consuming.
‘How It’s Going’
Amy and Jacob met with the Zenith team and presented their concerns. Although they had a few general financial goals, like saving for retirement, having a travel fund, and planning to grow their family, they found they were mostly looking for an involved partner to walk alongside them through life’s ups and downs.
During their initial planning process, Amy and Jacob assessed their values, put together a few short and long-term goals that align with the life they want to live, and answer their pressing questions (like how much to spend on insurance coverage!). They’re ready to dive into investment management and an ongoing financial planning relationship. They know that the Zenith team is always a call or an email away if they ever run into a question they feel unsure about, and they love being able to check in regularly to track their progress.
At A Glance
- Cash Flow & Budgeting
- Post-Secondary Planning
- Retirement Planning
- Estate Planning
- Investment Planning
Whenever you achieve a new level in your tech career, it comes with new challenges to navigate in your financial life. High income, stock awards, changing tax landscape – the list may feel overwhelming. Our team can help you to navigate the ups and downs of the tech world and make the most of your money.
‘How It Started’
Fredric is a single IT Consultant for a small tech start-up. The job is well-paying but has a generous allotment of RSUs with lower cash compensation. He did not expect to receive all this wealth in RSUs and is overwhelmed by the process. He came to us in order to save him some time and consolidate his multiple accounts from previous employers. Fredric has a student loan balance that he is looking to pay down. He knows there are impacts if he pays it down quickly, but also hates his debt and hates holding it. He heard about Zenith through other clients in the start-up community.
‘How It’s Going’
Fredric recently met with the Zenith team for his one year check-in. He is extremely pleased with the strides we made towards his financial independence. His financial planner helped him create a cash flow strategy and budget with his values and goals in mind. He enjoys the ability to contact his planner as needed. During the cash flow analysis, they talked about strategies for his RSUs and a monthly savings plan. Zenith educated Fredric on the roll-over process, and he decided to roll it over into an IRA because he wants to be invested more aggressively than his 401ks.
During their initial planning process, Amy and Jacob assessed their values, put together a few short and long-term goals that align with the life they want to live, and answer their pressing questions (like how much to spend on insurance coverage!). They’re ready to dive into investment management and an ongoing financial planning relationship. They know that the Zenith team is always a call or an email away if they ever run into a question they feel unsure about, and they love being able to check in regularly to track their progress.
At A Glance
- Business Planning
- Cash Flow & Budgeting
- Tax Management
- Investment Planning
Are you an entrepreneur? Ready to scale your operation, get funding, and thrive? Our team is uniquely trained to assist business owners who are ready to grow their brands to the next level. We work with lifestyle consulting businesses and product-based businesses entering first rounds of seed funding, and every business in between.
‘How It Started’
Jasmine started a business with her childhood friend during the COVID pandemic. They created an at-home art experience inspired by female street artists.They did not anticipate this much sustained success. Jasmine is taking no income yet from the company yet, so managing her cash flow has become challenging. Jasmine has limited financial education and is overwhelmed with all of the moving pieces in her current situation. She was referred to Zenith through another entrepreneur that works with them. She needs help with both her personal finances and business planning.
‘How It’s Going’
Jasmine engaged with Zenith shortly after her initial conversation. Since they started, she was able to reduce taxes across her business and personal returns. She feels more confident about the management of finances for both her business and personal goals. She has appreciated Zenith’s time in learning about her personal goals; they helped address her fears of never retiring by opening a SEP IRA. They also took the time to educate her throughout the process as well as encourage continuous feedback. She feels more confident and has more time to focus on her thriving business.
At A Glance
- Cash Flow & Budgeting
- Post-Secondary Planning
- Retirement Planning
- Estate Planning
- Investment Planning
Interested in socially responsible investing? Want to create wealth with your money that you can successfully leverage to make an impact? Whether you want to build generational wealth for your family, or build a legacy that changes your community, we have you covered with a forward thinking approach to advice that puts your goals and values at the center.
‘How It Started’
Alana and Jon have been married for 10 years. They have two children, Kara and Jon Jr., who are in middle school. Jon recently received a raise and Alana started a position with a brand new company. They have become overwhelmed with managing their finances and are looking for support and to save time. The client’s have no estate documents. Alana mentioned how she is getting worried about college expenses. Their kids are approaching high school and they have yet to start thinking about it. Although making good combined income the couple has trouble saving month to month. Retirement is a high priority for them.
‘How It’s Going’
Implementing the strategies Zenith suggested and by cutting back on their spending, Alana and Jon are now able to meet their savings needs. They are strategically contributing to their Roth IRAs, Joint Brokerage, and Alana’s employer-sponsored 401k. Alana and Jon learned about 529s from their Advisor at Zenith. After discussing, Jon is unsure if he wants to limit his kids to college only. If his kids decide not to go to college, he wants them to have access to that money. They continue to explore alternate options with their advisor to balance the tax savings and personal preference.
Disclosure: Transitional scenarios described above are hypothetical based on possible financial needs and goals of a client(s). This material contains references to concepts that have legal, accounting and tax implications, and is not intended as legal, accounting or tax advice.
