For Individuals
INVESTMENT MANAGEMENT
Thoughtful Investment Management Focused on Results
Managing investments effectively means balancing opportunity, risk, taxes, and fees. Your Zenith Wealth Management advisor will offer you clear guidance and proactive management to help you pursue your financial goals with confidence. Through ongoing monitoring and adjustments, we work to keep your investment strategy aligned with your long-term objectives as markets and life circumstances evolve.
Investment Management Services
Fiduciary guidance you can trust
Acting as a fiduciary means our advisors place your best interests at the center of every recommendation and decision. We act as fiduciaries when managing assets, guided by trust, honesty, and integrity. Our advisors follow a strict code of ethics—upholding duties of loyalty, care, and adherence to your goals and instructions. In practice, this means we work prudently, disclose and manage conflicts, and make decisions based solely on what’s right for you. Simply put, we treat our clients the way we would want our own family treated.
Established investment management process
At Zenith Wealth Management, a sound financial plan is the foundation for long-term confidence. Our “Discover. Plan & Invest. Optimize.” approach begins with a thorough understanding of your financial picture and a fiduciary commitment to act in your best interest. We follow Certified Financial Planning Board standards to ensure thoughtful, well-documented guidance. As your goals and life evolve, we continually optimize your plan and investments to help you stay on track and move forward with confidence.
TAX-EFFICIENT INVESTMENT STRATEGIES
Tax efficiency is essential to long-term investment and retirement success. As fiduciary asset managers, we help implement strategies to reduce unnecessary taxes before and during retirement, working closely with your CPA when appropriate. We assist with IRA and retirement account rollovers to help avoid unnecessary taxes, penalties, and fees, and we review taxable accounts annually for tax-loss harvesting opportunities. Note: Zenith Wealth Management does not provide legal or tax preparation services. Please consult your tax professional for specific tax advice.
MODERN TECHNOLOGY FOR MANAGING YOUR INVESTMENTS
As our client you will receive Investor360°® portal access which includes the following:
- Account balances
- Transactions
- Statements
- As-of-date reporting
- Real-time quotes and charts
- Imported TurboTax information for NFS accounts
This technology also allows you to link your outside accounts and take advantage of other helpful reporting features.
Explore more ways Zenith can guide you toward your highest financial goals.
Our Approach
At Zenith Wealth Management, our process is built to give you clarity, confidence, and steady progress toward your financial goals—guided by a team that’s fully invested in your success.
Discover
We begin by listening closely—understanding your goals, priorities, and unique financial picture—then build a personalized plan designed to move you toward long-term success.
Your plan and portfolio are thoughtfully constructed to support your plan, using tailored investment strategies aligned with your objectives, risk tolerance, and time horizon.
Plan & Invest
Optimize
Life changes, markets shift, and goals evolve. We continuously review your plan and portfolio, making adjustments as needed to keep you confidently progressing toward your highest financial goals.