Services
Wealth Management Services:
Tailored to meet your unique financial needs and goals
Zenith Wealth Management, L.L.C. serves our clients by designing, implementing and guiding wealth management strategies that are tailored to meet your unique financial needs and goals. Our approach focuses on developing a customized blend of investments matched to your goals and objectives. Our strategic affiliations help us put together this unique and customized solution.
We offer a broad spectrum of financial services and strategies for our clients:
- Traditional investments
In our traditional investment offerings, we provide three distinct strategies: conservative, moderate and growth. We utilize independent third-party research groups to help design and maintain these strategies.The Zenith team works directly with Greenrock Research of Chicago, one of our core partners, for professional insight and consultation on our three investment strategies. These traditional investments are fee-based.
- Alternative investments
Zenith offers a wide range of alternative investments for clients whose financial needs and goals are better aligned with strategies beyond traditional products. We work directly with selected boutique investment firms that offer specific solutions and with whom we have established relationships. We arrange these alternative solutions for both accredited U.S. investors and nonresident aliens (NRAs).
-
Global financial planning
To complement our various services for Zenith clients, we help design and implement customized global estate and business planning structures. Our team has expertise in arranging personal and business life insurance policies for our clients in the U.S. or in their foreign resident country.
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
