Zenith Retirement

We help select retired families with overcoming financial concerns to build an amazing life of signifiance.

General Information
Company Name
Zenith Retirement
Founded Year
2021
Location (Offices)
Chapel Hill, United States +2
Founders / Decision Makers
Number of Employees
9
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Zenith Retirement - Company Profile

Zenith Retirement is a financial services and wealth management startup founded in 2021. The company's mission is to assist retired families in overcoming financial concerns and building a meaningful life. Zenith focuses on providing wealth management services, incorporating investment consulting, advanced planning, and relationship management. The company's unique approach enables it to act as its client's personal chief financial officer, guiding them towards informed decisions that maximize the probability of achieving their goals. Through investment consulting, Zenith addresses the top concerns of its client families, primarily focusing on preserving their wealth. Advanced planning includes wealth enhancement, wealth transfer, wealth protection, and charitable giving, providing a comprehensive solution to various financial needs. They also emphasize relationship management by building and fostering client relationships over time and managing other professional advisors to form a mastermind group. Zenith Retirement's innovative approach and comprehensive suite of services position the company as a valuable partner for retired individuals seeking financial guidance and a secure future. However, details about its headquarters, last investment, and investors are not currently available. As the company continues to evolve, its unique value proposition and commitment to serving retired families set it apart in the wealth management industry.

Taxonomy: Wealth Management, Retirement Planning, Tax Strategy Planning, Multi-generational Planning, Investment Consulting, Asset Fee-Control, Relationship Management, Charitable Planning, Financial Consulting, Estate Planning, Wealth Enhancement, Wealth Transfer, Wealth Protection, Financial Advisory

Funding Rounds & Investors of Zenith Retirement (0)

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There is no investment information

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No recent news or press coverage available for Zenith Retirement.

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