The Year Ahead
2021 was a great year for investment portfolios, while also representing a period of increasing wealth inequality as asset prices rose, prices rose, yet wages rose at a much slower pace. People with financial assets benefitting exponentially more than those without. Here are 3 economic variables that are at the top of our radar that […]
Year two in review
Zenith Wealth Partners is celebrating two years of serving clients. Read this review by Zenith’s founder, Jason Ray, to examine past results and future plans
How to Start Planning for your Business
Starting and running a successful business can be one of the most fulfilling things someone could do. But, the reality is that starting and running a successful business can also be one of the most stressful things someone pursues. From the financial obligations of owning your very own company to creating the processes needed to […]
Important Roles for your Estate Plan
Estate planning is simply planning for the transfer of your assets and responsibilities once you’re no longer able to manage them. Here are some key roles to consider when putting together your estate plan.
4 Key Facts about Refinancing Student Loans
Many millennials believe student loan repayment to be the number one financial hardship they face today. With federal student loan rates being as high as 6.3% (2021) and the cost of living steadily rising, people are in need of a more affordable way to make payments. Refinancing your student loans might just be it! You […]
What is Equity Compensation?
What is Equity Compensation? Equity compensation. This is a term most people know very little about, but if offered, could mean worlds of differences for your financial life. Investopedia defines equity compensation as a non-cash payment offered to employees and executives of public and some private companies. Equity compensation, as the name implies, is ‘equity’ […]
Investing in Women’s Leadership
Investing in women’s leadership can create optimal outcomes for our clients and community by delivering strong and impactful business results.
Our Experience Investing Institutional Funds
We believe financial freedom, clarity, and confidence are possible for those who seek it. Zenith Wealth Partners has no minimum requirements in order to help our clients start making progress on the journey to wealth. Providing discretionary investment management services along with ongoing wealth planning to people of color and young professionals is our way […]
Zenith Mid-Year Review: Letter from the CEO
It’s hard to believe that we’re nearly at the halfway mark of 2021. Amidst the new executive branch administration and the economy re-opening from covid-19 shutdowns, I am proud of the progress Zenith continues to make towards our mission of inspiring smart and impactful financial decisions for our clients and audience. With Zenith’s core values […]
Wealth Advisory Internship
Zenith Wealth Partners has launched a summer internship program to provide students with skill building and learning opportunities, while capacity for firm clients.