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Financial Management for Households, Small Businesses and
Nonprofits
Objective financial guidance enhanced by technology and driven by insight—helping individuals and organizations achieve lasting impact with clarity and confidence.
What Sets Zenith Apart
Clarity, confidence, and purpose – built into every financial decision.
At Zenith, we combine human insight with modern intelligence to deliver financial guidance that’s personal, purposeful, and grounded in expertise. Whether you are a household, small business, or nonprofit organization, we help you navigate financial complexity with clarity and confidence- building strategies that align your resources with your goals, values, and long-term vision.
Our Experience
In business since
2016
Who we serve
Households who have:
$1,500,000+
In retirement savings
Who we serve
Nonprofits & small businesses that have:
$5,000,000+
In investable assets
Client Loyalty
Rentention rate
90%
Team Led, Technology Enabled, Intelligence Supported.
Personalized Strategy, Powered by Insight.
We deliver a personalized finanical strategy built around your goals, leveraging advanced tools, technology, and analytics to provide deeper insight and more informed decision making.
Your Financial Snapshot, Anytime.
Monitor your investments, track your net worth, and measure progress toward your goals anytime through an intuitive, secur dashboard. Easily access real-time insights into your portfolio, helping you to stay alighned with your long-term objectives.
Fiduciary Guidance and Goal-Alinged Investing.
As a fiduciary, we are committed to acting in your best interest at all times. Zenith advisors disign and manage investment strategies aligned with your goals, risk tolerance, and time horizon, providing, providing disciplined oversight and proactive portfolio management.
Find the right wealth manager for you.
Zenith's team comprises exceptional and seasoned financial advisors all across the United States.
Experience Zenith. Comprehensive, thoughtful solutions for every financial need. Personalized guidance and objective insight every step of the way.
We deliver objective, disciplined financial counsel that aligns wealth and purpose—helping individuals and families achieve lasting impact with clarity, confidence, and continuity.
Wealth Management
Intelligent guidance for a more streamlined financial life. Our services combine personalized expertise with advanced technology to simplify complexity, enhance clarity, and support smarter financial decisions.
Investment Solutions
Preserving your wealth and managing risk are essential to smart investing. But finding the right mix of strategies takes expertise and ongoing attention—something most people don’t want to handle alone.
Estate & Legacy Planning
For high-net-worth families, estate planning is more than drafting documents — it is an integrated strategy designed to manage complex assets, optimize tax efficiency, and ensure the smooth transfer of wealth across generations.
Financial Planning
Our financial planning process integrates every dimension of your financial life into a cohesive, forward-looking strategy. We begin by helping you articulate your long-term goals, assess your current financial landscape, and identify the opportunities and risks that matter most.
Insurance Planning & Risk Management
Our insurance planning and risk management services provide a structured, analytical approach to protecting significant assets and long-term objectives.
Tax Planning
Our tax planning services are designed to help high-net-worth individuals and families make smarter, more strategic decisions by identifying opportunities to minimize tax impact and enhance long-term after-tax wealth.
Alternative Investments
Our alternative investment solutions broaden your opportunity set beyond traditional public markets, helping you build a more diversified, resilient, and thoughtfully constructed portfolio.
Marital Financial Planning
Divorce is both an ending and a new beginning. We help you navigate its financial complexities while identifying opportunities to build a secure and fulfilling future.
Trust Services
Protect what you have worked for, and ensure your intentions are fulfilled with the objective support of a team of financial professionals who have a fiduciary duty of care and loyalty to our clients.
We deliver objective, disciplined financial counsel that aligns financial strategy with business purpose, helping small businesses grow sustainably with clarity, confidence, and continuity.
Executive Financial Planning
Help executives fully optimize their benefits so they can focus on driving your organization’s long-term success.
Retirement Plan Consulting
Our retirement plan consulting services help organizations design, implement, and maintain retirement programs that uphold fiduciary best practices while driving meaningful participant outcomes.
Defined Benefit Plans
Our defined benefit plan services help organizations manage the complexity and long-term obligations associated with pension programs. We partner with employers to evaluate funding strategies, oversee investment management, and navigate evolving regulatory requirements.
Defined Contribution Services
Our defined benefit plan services help organizations navigate the complexity, volatility, and long-term financial commitments inherent in pension plans.
Nonqualified Plan Management
Our nonqualified plan management services help organizations design, implement, and administer executive benefit programs that advance strategic objectives while supporting the retention and performance of key leaders.
Pooled Employer Plan (PEP)
Our Pooled Employer Plan (PEP) services provide organizations with a streamlined, cost-effective way to deliver high-quality retirement benefits while significantly reducing administrative complexity and fiduciary exposure.
We deliver objective, disciplined financial counsel that aligns resources with mission, helping nonprofits steward their finances responsibly and achieve lasting impact with clarity and continuity.
Investment Advisory
Our investment advisory services are built to align your financial resources with your mission, helping you steward capital responsibly while supporting the programs, people, and communities you serve.
Financial Administration
Consider us an extension of your administrative team. We support the financial planning and operational tasks that help your organization stay focused on impact.
Investment Consulting Services
We partner closely with your board, investment committee, and staff leadership to design and implement an investment strategy that strengthens your mission and supports the long-term financial sustainability of your organization.
Alternative Investments
Our alternative investment solutions are designed to support the long-term objectives of nonprofits, endowments, and retirement plans by expanding the opportunity set beyond traditional public markets.
Investment Policy Statement (IPS) Construction
We help nonprofits develop and maintain clear, well-structured Investment Policy Statements (IPS) that define objectives, governance standards, risk parameters, and decision-making frameworks to support long-term stewardship and fiduciary oversight.
Investment Education & Support
We provide ongoing education and guidance to help boards and committees understand portfolio strategy, risk considerations, and long-term investment objectives—supporting confident, informed decision-making.
Find the right wealth manager for you.
Zenith's team comprises exceptional and seasoned financial advisors all across the US.
Frequently Asked Questions
Discover quick and comprehensive answers to common questions about our platform, services, and features.
What services does Zenith offer?
Zenith provides a comprehensive suite of financial planning services and investment management solutions designed to bring clarity and confidence to your financial life.
From investment advisory, retirement and estate planning to tax strategy, alternative investments, and net worth tracking, we help you see the complete picture. Meet our Team to learn more about how we can help you meet your goals.
Who we are and what sets us apart from other firms?
As a Registered Investment Advisor (RIA), Zenith operates as an independent fiduciary, which means we are legally and ethically obligated to act in your best interest- always. This standard applies to every client we serve, whether you are an individual, a family, a small business, or a nonprofit organization entrusted with stewarding resources for a broader mission.
Independence allows us to design strategies exclusively around your needs—not around proprietary products, sales incentives, or corporate limitations. We evaluate solutions based on their merit and suitability for your unique situation, drawing from a wide, unbiased universe of investment options and planning strategies.
As your fiduciary partner, we provide:
Independence allows us to design strategies exclusively around your needs—not around proprietary products, sales incentives, or corporate limitations. We evaluate solutions based on their merit and suitability for your unique situation, drawing from a wide, unbiased universe of investment options and planning strategies.
As your fiduciary partner, we provide:
- Objective guidance grounded solely in your goals
- Transparent communication around fees, methodology, and potential risks
- Tailored strategies that evolve as your needs and responsibilities grow
- A legal duty of loyalty and care, upheld across all recommendations and decisions
For small businesses, this means support that aligns with your operational realities—such as retirement plan design, cash-flow considerations, and risk management—without product-driven conflicts.
For nonprofits, it means prudent guidance rooted in governance, mission stewardship, and long-term sustainability. And for individuals and families, it ensures advice that reflects your personal aspirations, legacy plans, and financial wellbeing.
Across all client types, the fiduciary standard provides clarity and confidence. You can trust that every recommendation is made with one purpose in mind: advancing your goals with integrity and objectivity. Being a fiduciary means we succeed only when you do. Being independent allows us to fulfill that commitment with complete focus.
For nonprofits, it means prudent guidance rooted in governance, mission stewardship, and long-term sustainability. And for individuals and families, it ensures advice that reflects your personal aspirations, legacy plans, and financial wellbeing.
Across all client types, the fiduciary standard provides clarity and confidence. You can trust that every recommendation is made with one purpose in mind: advancing your goals with integrity and objectivity. Being a fiduciary means we succeed only when you do. Being independent allows us to fulfill that commitment with complete focus.
How do we use technology as a tool to enhance insight, efficiency, and client experience?
At Zenith, we believe meaningful outcomes are achieved through the intersection of human expertise and intelligent innovation. Our advisors combine decades of financial experience with cutting-edge technology to craft strategies that are both disciplined and dynamic—aligning wealth, purpose, and progress. Whether guiding individuals, families, or organizations, we leverage data, insight, and AI to help our clients navigate complexity and create lasting impact.
We believe technology, including artificial intelligence, should strengthen the advisory relationship- not replace it. At Zenith, we integrate advanced tools and analytics to help us work smarter, faster, and more accurately, while keeping human judgment, fiduciary care, and personal connection at the center of ever decision.
Technology enables us to:
We believe technology, including artificial intelligence, should strengthen the advisory relationship- not replace it. At Zenith, we integrate advanced tools and analytics to help us work smarter, faster, and more accurately, while keeping human judgment, fiduciary care, and personal connection at the center of ever decision.
Technology enables us to:
- Analyze complex data more efficiently, from portfolio performance to cash-flow projections
- Model multiple scenarios to help you understand the impact of key decisions
- Identify risks and opportunities earlier, improving responsiveness and planning precision
- Enhance collaboration, whether you’re a family tracking progress, a small business managing retirement plans, or a nonprofit overseeing long-term endowment needs
But no matter how sophisticated the tool, technology is never the advisor. Every insight is interpreted through the lens of your goals, values, and unique circumstances. Our advisors bring the experience, context, and fiduciary oversight necessary to turn information into smart, strategic action.
By pairing advanced technology with human expertise, we deliver advice that is both data-driven and deeply personal—giving you greater clarity, confidence, and control over your financial future.
By pairing advanced technology with human expertise, we deliver advice that is both data-driven and deeply personal—giving you greater clarity, confidence, and control over your financial future.
How does Zenith ensure my assets are secure?
Zenith partners with account custodians, such as Charles Schwab & Co., Inc., to securely hold and safeguard your assets. Schwab is a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) and is a member of both FINRA and the Securities Investor Protection Corporation (SIPC). You can visit this link https://www.schwab.com/legal/account-protection to learn more about how Schwab protects your assets in the accounts Zenith manages on your behalf.
Let's get you to the perfect advisor.
Zenith's team comprises exceptional and seasoned financial advisors all across the US.
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