Work with
Zenith Wealth Partners

We don't have a one-size-fits-all minimum, but we work best with clients who have at least $150K in income or $100K in investable assets and are ready for a long-term planning and investment partnership. We're a planning-led firm with an expectation that assets are transitioned to Zenith within 12 months.

We do not. We are “fee-only fiduciaries”, 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.