In the fall of 2025, HealthSpark Foundation, a private, independent foundation dedicated to serving Montgomery County, Pennsylvania, launched its Local Impact Investing Initiative, a bold new strategy that places mission at the center of endowment management. Zenith Wealth Partners is proud to be a central partner in bringing that vision to life.

The initiative represents a $2 million commitment, 5% of HealthSpark’s endowment, to be deployed by the end of 2027 into mission-aligned nonprofit and for-profit ventures. The goal is clear: to build healthy, equitable, and hopeful communities throughout Montgomery County, not just through grants, but through the power of capital itself.

The Two-Part Initiative

Montco Housing Loan Fund  —  $1 Million | A new effort designed to expand access to attainable housing and increase public, private, and philanthropic investment into Montgomery County’s affordable housing stock.

Local For-Profit Ventures  —  $1 Million | Deployed through our partnership with Zenith Wealth Partners into ventures aligned with HealthSpark’s values of community power and community-led solutions.

Our role in this initiative is to deploy $1 million into local for-profit ventures that reflect HealthSpark’s core values: community power and community-led solutions. This is impact investing done with intention, capital directed not just toward financial returns, but toward the kind of community transformation that HealthSpark has championed through its grantmaking for years.

“I’m so proud to see HealthSpark step deeper into our mission by adding a local impact investing strategy to our portfolio. By investing a portion of our endowment into local companies and nonprofits, we can spur even greater outcomes for our community while simultaneously ensuring we can provide continued grant support for years to come.”

— Emma Hertz, President & CEO, HealthSpark Foundation

What makes this initiative particularly meaningful is that it doesn’t exist in isolation. It’s a natural extension of HealthSpark’s grantmaking and programmatic work, and a continuation of their expanded grantmaking commitments through 2028. The Local Impact Investing Initiative marks a deepening of that commitment, ensuring that every dollar in the endowment is put to work with integrity, courage, and hope.

Looking further ahead, HealthSpark has set a bold target: by 2029, 100% of its overall investment portfolio will be aligned with its mission. This partnership with Zenith Wealth Partners is a meaningful step on that road, a demonstration that mission-aligned investing isn’t just aspirational, it’s achievable.

We believe that capital can be a force for community transformation. We are honored to partner with HealthSpark Foundation in this work, investing in possibility, building homes, supporting local leaders, and helping shape a Montgomery County that is affordable, inclusive, and full of promise, today and for generations to come.

Zenith Wealth Partners

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