Work with Zenith Wealth Partners

Whether you just received your first major gift or you're ready to put capital to work in the neighborhoods you serve, this is where mission and rigor meet, across health, education, arts, and equity-focused missions alike.

we're here to help

For Individuals

I am looking for help with Comprehensive Wealth Planning, Investment Management, or a Project Based Assessment.

FAQ

Popular Questions

Do I need to have a certain amount of money to invest with Zenith?

Do you sell financial products or receive commissions?

How do I pay for your services?

Our ongoing wealth planning services can be paid via our AdvicePay portal which accepts ACH, debit card, or credit card. Investment advisory fees are deducted each quarter from any investment accounts managed by Zenith.