SERVICES

SERVICES

WHAT WE DO

Our services are customized to help you narrow down the unlimited financial decisions you face constantly, to meet your specific needs.

WHAT WE DO

Our services are customized to help you narrow down the unlimited financial decisions you face constantly, to meet your specific needs.

Our Financial Planning Approach

Our Investment Management Approach

Swipe through our services below

Ongoing Wealth Planning

A comprehensive financial plan, and ongoing support to work with you to implement your plan. This is perfect for you if you are looking for a partner to address each phase of your financial plan, including:

Defining your Goals, Values, Net Worth, & Cash Flow

Developing an Investment Strategy

Family Wealth & Legacy Planning

Coordinated Tax and Estate Planning Support

Additional Support for Specific Planning Focus (ex. Equity Compensation, Business Planning, Education Planning, and Real Estate Investing)

Investment Management

Investment decisions are best made when you thoroughly understand your financial picture. 

Following our investment management approach and our PEAK framework, we develop a portfolio that is customized to meet your time horizon, risk tolerance, and additional financial circumstances. Investment management pricing is charged as a percentage of the total account value and includes personalized, low expenses portfolios tailored to your financial goals.

Investments are held at Altruist, TD Ameritrade, or Charles Schwab

One-Time Assessment: Am I on Track?

This is perfect for you if you may not need ongoing support or accountability, but you want to make sure you are on the right track with your financial decisions. 

We will evaluate your current financial position, including your Goals, Net Worth, and Cash Flow. We will also address any opportunities for you to make improvements in your financial life. From there we will provide you with a clear Financial Plan Summary with recommended actions to help you reach your goals.

WHAT WE OFFER

WHAT WE OFFER

Ongoing Wealth Planning

A comprehensive financial plan, and ongoing support to work with you to implement your plan. This is perfect for you if you are looking for a partner to address each phase of your financial plan, including:

Defining your Goals, Values, Net Worth, & Cash Flow

Developing an Investment Strategy

Family Wealth & Legacy Planning

Coordinated Tax and Estate Planning Support

Additional Support for Specific Planning Focus (ex. Equity Compensation, Business Planning, Education Planning, and Real Estate Investing)

Investment Management

Investment decisions are best made when you thoroughly understand your financial picture. 

 

Following our investment management approach and our PEAK framework, we develop a portfolio customized to meet your time horizon, risk tolerance, and additional financial circumstances. Investment management pricing is charged as a percentage of the total account value and includes personalized, low expenses portfolios tailored to your financial goals.

Investment assets are held with Altruist, TD Ameritrade, or Charles Schwab.

 

One-time Assessment

This is perfect for you if you may not need ongoing support or accountability, but you want to make sure you are on the right track with your financial decisions.

 

We will evaluate your current financial position, including your Goals, Net Worth, and Cash Flow. We will also address any opportunities for you to make improvements in your financial life. From there we will provide you with a clear Financial Plan Summary with recommended actions to help you reach your goals.

WHO DO WE SERVE

WHO DO WE SERVE

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Multigenerational Families

We help families plan, invest, and collaborate to build long-lasting, generational wealth.

Family of Different Professions and Ages

  • Develop a Financial plan for each family member individually and as a unit (individual + family goals)
  • Establish an investment framework for the family
  • Structure a family real estate investment, which led to a business venture
  • Coordinate tax guidance with an accountant
  • Organize an estate plan to create a seamless wealth transition among family members
  • Create a debt repayment plan that is customized to each family member’s financial standing
Smiling businesswoman showing online data or presentation on digital tablet to his male colleague

Professionals

 

We create a financial and investment framework to help professionals put their income to the best use.

Lawyer, or Professional in Tech/Media

  • Present a financial summary of your current financial standing
  • Produce a cash flow plan displaying monthly savings and investment contributions for each account
  • Develop a timeline for your short term, medium term, and retirement goals
  • Invest in a balanced portfolio of stocks, etfs, and bonds
  • Review tax projections annually to manage tax withholding and equity compensation
  • Create a financial plan with updated financial progress, investment growth, strengths, opportunities, and action items
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Business Owners

 

We brainstorm, structure, and monitor personal and business financial plans.

Growing a Consulting Business

  • Analyze your current financial position as a starting point to determine your cash flow needs while building your business
  • Create a business entity and draft an operating agreement to govern your future operations
  • Develop a timeline for milestones and anticipated future financial actions for your business and personal finances
  • Coordinate tax guidance with an accountant and annual tax projections
  • Open and invest a retirement account for your business

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.

FAQs

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

No! Our clients have a wide range of net worth and investable asset levels. We work to develop long-term relationships with clients that extend well beyond investing.

If I open an investment account, where is my money held? How is it managed?

Opening an investment account with Zenith involves opening a TD Ameritrade, Altruist, or Charles Schwab Institutional account, facilitated by Zenith. We will send any necessary paperwork and will invest the account depending on your goals, objectives, and risk tolerance.

I don’t live in Philadelphia or New York City. Can I still work with Zenith Wealth Partners?

Absolutely! We have clients all across the United States and some foreign countries as well.

Do you sell financial products?

We do not. We are “fee-only”, which means we must act in each client’s best interest in all scenarios. We do not make commissions, referral fees, or any other payments in addition to the planning and/or advisory fees disclosed in our client agreement.

How do I know if I need a financial planner? How do I know what service is appropriate for me?

Our process can accelerate someone’s path to wealth, but our advice is not proprietary. Our advisory, fiduciary, and accountability roles are all dictated by each client. We believe that none of our clients need our services. Our data shows that most clients get started in one of our packages when they’re ready to take their finances to the next level, but may be unsure of the most appropriate next step.

How do I pay for your services?

Our Ongoing Wealth Planning Services and Financial Assessment 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.