Welcome to Zenith Wealth Management

At Zenith, you'll find an experienced financial services team committed to putting your needs and goals first. We focus on customizing investment portfolios and tailoring them to meet our clients' unique goals and objectives.

Our principals bring over 40 years of financial services experience and have track records of carefully allocating clients' assets and developing diversification plans. Zenith's clients include affluent individuals, families, estates, trusts, and businesses in the United States as well as abroad.

Our goal is to create long-term positive partnerships with our clients, serving as your strategic advisor on major financial decisions. We take the time to understand your personal financial objectives and focus on matching investment products and solutions to your unique needs.

Through our affiliation with an independent broker/dealer, Sunbelt Securities, Inc., and the services of a well-known clearing firm, National Financial Services LLC, a Fidelity Investments company, we bring these independent investment platforms together at Zenith.

Quotes

"Zenith clients enjoy advantages that our affiliations with our partners provide, including unique growth opportunities, seasoned strategic research and insight, and value-added services."

D. Mark Tidwell, CFP®
CEO