Zenith Wealth Partners

✈️There's an entire internet subculture built around collecting travel credit cards, chasing sign-up bonuses, and juggling five different point systems.

If that's fun for you, great. For most busy professionals, it costs more time than it returns.

💸The strategy that can actually pay off: one card, matched to how you travel, that you'll use enough to justify what it costs.

The step almost everyone skips? Checking which airline actually hubs out of your home airport. If one carrier dominates your local flights, its co-branded card often beats a "flexible" points card; free bags and priority boarding add up fast when you're defaulting to the same airline anyway.

Swipe through for how to figure out which lane you're actually in, flexible, premium, or hub-matched, and the math to run before you apply. 👉

Want a second opinion on how a card fits into your broader financial picture? We're happy to talk it through.

Summer break costs money. So does what you do with the quiet hours once school starts back up. 💸

Back-to-school season is a natural planning checkpoint; grab it before Q4 gets crowded.

Give your 529 a second look, confirm your estate plan (especially who's named guardian for your kids), and use open enrollment season to line up FSA and tax decisions around your equity comp.

None of these take long. All three are easy to let slide until the deadline's already passed.

🚀Send us a message if you want a second set of eyes on any of them. →

We're building something different.🚀

Zenith Wealth Partners is looking for an Associate Financial Planner to join our Individuals & Families team, someone who's put in the reps in financial planning and is ready for the step that turns technical skill into a real client practice.

You'll work directly alongside advisors who mentor deliberately, sharing context and opportunity freely, because the goal is to help you build a portfolio of clients of your own.

What you'll be doing: managing client workflows in RightCapital, building and tracking financial plans, reviewing service calendars in Wealthbox, running tax analysis in Holistiplan, and leading your first one-time client consultations under an advisor's guidance.

✨What we're looking for:
→ CFP® required, 3+ years of related industry experience
→ A sharp eye for detail and a systematic approach that never loses sight of the client behind the process
→ Clear communicator who can make complex financial topics simple
→ A genuine passion for serving first-generation wealth builders, especially women-led households and clients from diverse racial backgrounds, nationwide

Remote-first, with periodic travel to one of our East Coast offices. Led by a minority-owned team that reflects the communities we serve.

If you collaborate instead of gatekeep, include instead of assume, and redefine instead of default, we'd like to meet you.

🔗Apply: https://zenithwealth.partners/careers/

Zenith Wealth Partners is a fee-only, independent, fiduciary wealth management firm.

No commissions, no product shelf, just intentional financial advice for two underserved client communities: first-generation wealth builders and endowments & foundations led disproportionately by people of color.

We're looking for a Fractional CMO to lead marketing and sales strategy for our firm. Today, marketing runs through one full-time Marketing Associate, with hands-on involvement from our leadership team.

We're ready for a senior marketing leader to build the systems, brand strategy, and referral engine that gets us to the next stage of growth.

🚀 This is a leadership seat, not a project engagement:
→ Own brand positioning and messaging across two distinct client communities, without collapsing what makes each one different
→ Build a systematic, repeatable referral program and prioritize complementary lead channels
→ Own Zenith's growth marketing strategy

🌟 What we're looking for:
10+ years in marketing, including 3+ years at the CMO/VP/senior level, a track record of building brand strategy from scratch in a services business, real experience developing junior marketing talent, and genuine curiosity about our clients and business. Financial services experience is a plus, not a requirement.

Fractional/part-time, roughly 30–40 hours a month, reporting to our Integrator/COO.

Start target: early-to-mid October 2026.

We're adding a real member of our team, not hiring a vendor.

🔗 Submit a proposal: https://zenithwealth.partners/careers/

Estate planning myths cost families more than most people realize.

Usually because a beneficiary form was never updated, or a will was assumed to cover more than it does.

Swipe through 6 of the most common myths we hear and what's actually true. 👉

If you're not sure your plan reflects your life today, that's exactly the conversation we're here for.



This content is for informational and educational purposes only and does not constitute financial advice.

💼 You know you've made it when someone starts pitching you deals over dinner.

A real estate fund. A private credit deal with returns that sound too good to pass up. A pre-IPO "opportunity." The pitch always skips the one question that actually matters: does this belong in your portfolio?

Private placements come with real trade-offs, illiquidity, higher fees, less transparency, concentration risk. They can make sense as a small slice of an already solid, diversified foundation. They rarely make sense for people chasing their next big win.

📌 Jesse Wideman, CFP®, breaks down what to know before you say yes. Read the full article at the link in our bio.



This content is for informational purposes only and is not an offer or recommendation to buy or sell any security. Private placements are speculative and illiquid. Zenith Wealth Partners is a fee-only registered investment advisor.

📊 Most people can tell you how much they made last year. Fewer can tell you how financially healthy they actually are.

is a good excuse to check. A real financial health check-in comes down to a few numbers:

✅ Your debt-to-income ratio, which shows how much of your earnings are already spoken for.
✅ Your net worth, assets minus liabilities, which gives you the full picture, not just what is in your checking account.
✅ Your credit score, a summary of how you have handled borrowed money over time.
✅ And your emergency savings, which shows how much cushion you actually have if something goes wrong.

📌 This infographic breaks down how to calculate each one. Save it and take a real look at where you stand.



This content is for informational and educational purposes only and does not constitute financial advice.