Zenith Wealth Partners

Zenith Wealth Partners Financial planning empowers you to reach new heights. Partnering with us helps you get there.

07/15/2026

🚀 We talk about generating $1 billion in wealth. That’s not a scoreboard; it’s a shift in gravity.

Wealth isn’t built by income alone. It’s built by access: to capital, to networks, to the kind of advice that understands what you’re actually up against. For too long, that access has been uneven, not by accident, but by design.

When we hit that goal, it won’t just show up on a statement. It will show up in neighborhoods, in boardrooms, in who gets to say yes to opportunity.✨

Women's Retirement Security Day exists because the gap is real, and it isn't closing on its own. On average, women retir...
07/14/2026

Women's Retirement Security Day exists because the gap is real, and it isn't closing on its own.

On average, women retire with significantly less saved than men.

The pay gap is part of it, as is time out of the workforce to raise children or care for aging parents and a longer life expectancy that stretches retirement dollars further.

What that adds up to is a retirement gap that shows up in real ways: smaller Social Security checks, less time for compounding to work, and more years of expenses to fund with less capital to fund them.

The gap is closable, especially when you understand exactly where it comes from and what levers actually move it. 🚀

If you're a woman in your 40s or 50s thinking about what the next chapter looks like, this is the conversation to be having right now.

✨Your seat at the boardroom table starts here.We're back. And this time, we're going deeper.Boardroom Bound: Chart Your ...
07/08/2026

✨Your seat at the boardroom table starts here.

We're back. And this time, we're going deeper.

Boardroom Bound: Chart Your Path to the Boardroom returns to Martha's Vineyard on August 17th for a 90-minute, hands-on experience designed to move you from aspiration to action.

You'll walk away with:
🎯 A defined Unique Value Proposition, in your own words
📄 Tools to embed it into your CV, bio & board materials
🎤 Mock interview practice with real feedback
📋 A self-introduction framework you can use immediately

Spots are limited; this is intentionally intimate.

🎟️ Early Bird Tickets: $95 (through July 31st) | Code: EarlyBird
🎟️ Regular: $150 after July 31st

⚠️ Tickets are non-refundable but transferable. Grab yours before they're gone.

🔗 Register now → https://www.eventbrite.com/e/boardroom-bound-chart-your-path-to-the-boardroom-tickets-1991795047605

07/07/2026

💸If you have a child under 18, this is worth 2 minutes of your time.

MAGA Accounts, officially called Money Account for Growth and Advancement accounts, are a new type of savings vehicle making its way through legislation, and parents have a lot of questions.

What makes them different from a 529 or a Roth IRA? Who qualifies? And is the flexibility actually as useful as it sounds?

✨ breaks it all down, without the political noise, so you can decide whether it belongs in your family’s financial plan.

Some program details are still being finalized. This video is for educational purposes only and does not constitute financial advice. Consult a qualified financial planner to determine what’s appropriate for your situation.

💡 The first half of 2026 has been anything but quiet, and the second half is shaping up to be just as consequential.AI c...
07/01/2026

💡 The first half of 2026 has been anything but quiet, and the second half is shaping up to be just as consequential.

AI capital spending is reshaping market leadership. Inflation is proving stickier than expected. The Fed is on hold. And beneath a market that keeps climbing, rotation is quietly underway, with value, dividends, and a broader set of AI beneficiaries starting to share the spotlight with last year's mega-cap leaders.

So where does that leave investors heading into H2? 🧐

We're hosting our Mid-Year Outlook webinar on July 8th at 12:00 PM ET, and we'd love for you to join us. Andrew Tudor, CFP®, CAP and Jason Ray will walk through the key themes driving markets right now and what they mean for portfolio positioning in the months ahead.

🚀 This is a conversation worth having. Register through the link in bio.

Fahmin Fardous was recently featured in Financial Planning Magazine, speaking to one of the most consequential questions...
06/30/2026

Fahmin Fardous was recently featured in Financial Planning Magazine, speaking to one of the most consequential questions in estate planning: IRA or trust, and when does it actually matter?

Her take:

"An IRA is a savings-and-tax vehicle. A trust is a control-and-distribution vehicle."

Simple framing. Real stakes.

The Secure Act changed the rules for inherited IRAs significantly, and the One Big Beautiful Bill Act adds more complexity on top of that. Fahmin broke down what families, especially those navigating wealth for the first time, need to understand before making these decisions.

Thank you to Tobias Salinger for putting together such a thorough, accessible piece on a topic that too often gets buried in jargon.

Swipe through for Fahmin's key quotes!

🚀Angel investing isn't just for billionaires, but it does require the right foundation before you write your first check...
06/25/2026

🚀Angel investing isn't just for billionaires, but it does require the right foundation before you write your first check.

We recently hosted Brahm Rhodes, Ph.D., founder of Fictive Ventures, for a conversation on how early-stage investing actually works: the three main entry points (direct investing, syndicates, and funds), why diversification matters more than picking a unicorn, and the biggest mistake first-time angel investors make.

Whether you're curious or close to ready, the first step is understanding what you're getting into, and whether it fits your overall financial picture.

🔗The full recap is on our website. Link in bio.

SpaceX is now public, valued at $1.77 trillion.Larger than any company currently in the S&P 500. At launch.We're not her...
06/24/2026

SpaceX is now public, valued at $1.77 trillion.

Larger than any company currently in the S&P 500. At launch.

We're not here to tell you whether to buy it. That depends entirely on your situation.

What we do want to talk about is what a valuation like this actually requires:

At $18.7B in trailing revenue, investors are paying 94.7x sales. For context, Tesla, which trades at its own Elon premium, sits at 14.8x. The S&P 500 average is around 3.3x.

If SpaceX's multiple compressed to Tesla's level over the next decade, shareholders would need the company to grow revenue at roughly 20% annually just to break even. Closer to 45% annually to see 20% returns.

That's not impossible. Analysts are projecting ~$160B in revenue by 2028. The business has real growth drivers.

But launching at the highest valuation of any public company in history leaves very little room for error.

High-growth IPOs deserve serious analysis, not just excitement.

Swipe for the full breakdown. →

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For educational purposes only. Not investment advice or a buy/sell recommendation. All investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Zenith Wealth Partners is a registered investment adviser. Source data: public market pricing at IPO date; Morgan Stanley and Goldman Sachs analyst projections per public reporting.

06/17/2026

30 years building wealth. 30 minutes planning how to spend it.

That gap is where most retirement plans fall apart.
The questions that matter most- when to take Social Security, which accounts to draw from first, how to make your money last aren’t ones you want to figure out in real time.

They’re worth solving before you retire. 🚀

If you’re within 10 years of retirement and haven’t mapped out a retirement income strategy yet, now is the time.

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We're excited to welcome Kristen Yu, Anyae Jordan, and Ali Anderson as our new Summer 2026 interns! 🚀Our internship prog...
06/09/2026

We're excited to welcome Kristen Yu, Anyae Jordan, and Ali Anderson as our new Summer 2026 interns! 🚀

Our internship program is all about learning, mentorship, and meaningful exposure to the work behind values-aligned wealth management. We're grateful to have such thoughtful, curious, and driven students contributing to the team.

Join us in welcoming the full intern cohort as they grow, learn, and help move our mission forward this summer!

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19103

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Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm

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