Both
Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Sudden Wealth ( Inheritance, Lottery etc), Taxation
At Zenith Wealth Partners, we aim to inspire smart financial decisions while giving you back time and peace of mind. We take a comprehensive approach to meeting our clients goals by delivering custom financial plans and values-aligned investment advice. We are an independent, fee-only firm headquartered in Philadelphia, with offices in New York City, Washington D.C., New Orleans and Charlotte.