Zenith Wealth Partners aims to deliver objective advice and education that creates financial success for their clients. The company was founded in 2019 and is headquartered in Philadelphia, Pennsylvania, United States.

Zenith Wealth Partners

The New York office focuses on financial strategy and marketing initiatives, driving growth and innovation in a bustling market.

New York

The Philadelphia office likely focuses on investment strategy and operational management for the organization.

Philadelphia

The Charlotte office focuses on financial advisory services, specializing in investment management and client-focused strategies.

Charlotte

Jason Ray

Andrew Tudor

Fahmin Fardous, CFP®

Partheev Shah

Chelsea Ransom-Cooper, CFP®

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

This department provides personalized financial advice and planning to clients.

Financial Advisory Services

This department focuses on creating and managing financial plans to support organizational goals.

Financial Planning

This department focuses on providing financial advice and analysis to optimize investment strategies.

Zenith Wealth Partners

Org chart

Teams

Executive Leadership

Financial Advisory Services

Financial Planning

Investment Management

Offices

Zenith Wealth Partners

Org chart

Teams

Executive Leadership

Financial Advisory Services

Financial Planning

Investment Management

Offices

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