Zenith Wealth Partners

??? Nonprofit leaders, are you ready to supercharge your financial strategy? Building a robust Investment Policy Statement (IPS) is key to aligning your investments with your mission and values. ?? Break it down into the 3 G’s with Andrew Tudor, CFP?, CAP: 1?? Goals: Define your financial targets, time horizons, and spending needs. Clarity here is your compass for investment success. 2?? Governance: Set clear roles and decision-making processes to ensure smooth, efficient management. 3?? Guidelines: Outline your asset allocation and ethical criteria to reflect your organization’s core values. Ready to craft an IPS that drives impact and aligns with your mission? Reach out—let’s make your financial strategy as strong as your commitment to your cause! ???? #NonprofitLeadership #InvestmentStrategy #FinancialSuccess #SocialImpact #Philanthropy #ValuesAlignedInvesting #ImpactInvesting

Closing out our celebration of Black History Month by honoring the visionary work being done in our communities. ? We proudly spotlight the Innovate Capital Growth Fund, a driving force behind investing in diverse, lower middle-market businesses. Their commitment to empowering talented leaders and fueling growth through strategic partnerships is shaping the future of our communities. Let’s continue building equity, creating opportunities, and pushing for progress together! ???? #BlackHistoryMonth #CommunityImpact #InnovateCapital #DiversityInBusiness #GrowthEquity #Philadelphia #Empowerment #ZenithWealthPartners #BusinessLeadership

?Ever wondered how private investments can fuel your nonprofit’s mission? Let’s break it down: Private investments—funds directed to businesses or projects outside the stock market—can offer higher returns and stronger alignment with your mission. And here's a game-changer: There are 27 million private businesses in the U.S., far more than public companies! For nonprofits, catalytic investments in areas like affordable housing or green energy can drive real impact where traditional markets fall short. ?? At Zenith, we focus on mission alignment, financial viability, risk, and social impact before diving in. Want to explore how private investments can elevate your mission? ?? Read more here: https://lnkd.in/eCuP4VU5 Andrew Tudor, CFP?, CAP #PrivateInvestments #NonprofitImpact #MissionDriven #InvestingForGood #ZenithWealthPartners #SocialImpact #CatalyticInvesting

?? We’re excited to feature Jeanné Lewis, CEO of Faith in Public Life, and the amazing work with faith leaders they’re doing to prepare faith leaders to better serve their communities. In our latest interview, Jeanné talks about the challenges communities of color face, like limited access to housing, fair wages, and reproductive health care. One of their key projects, the Theologies of C.A.R.E. campaign, is helping faith leaders better understand reproductive health. By reducing stigma and providing support, they’re empowering faith communities to be a source of guidance and change. Jeanné’s dedication to justice, inspired by her Catholic faith and ancestors, drives her work to break down systemic barriers and create a more equitable future. ??? Stay tuned as we continue to highlight leaders and organizations making a difference this Black History Month! Check out the full interview and learn more about Faith In Public Life’s impact here: https://lnkd.in/essfme6r #RacialWealthEquity #SocialJustice #FaithInAction #EquityForAll #EquityAndInclusion #BlackHistoryMonth #InvestmentManagement #SocialJustice

$1 Million for Retirement: Will It Last? ?? ??What does this mean? The value of $1 million in retirement varies depending on where you live. In high-cost states like California, Hawaii, and Massachusetts, it could be gone in as little as 12-19 years! But in states like Mississippi and West Virginia, the same amount could last over 70 years! ??How does this affect you? If you're planning for retirement, your location matters more than you think! The cost of living—housing, healthcare, groceries—can dramatically affect how long your savings will last. Living in a state with lower living costs could help you stretch your retirement dollars way further! ??What is the future outlook? As costs continue to rise, your $1 million might not go as far in the future as it would today, especially in pricier states. But don’t worry—by planning wisely and considering the cost of living in your retirement location, you can make sure your savings work for you! - #RetirementGoals #FinancialFreedom #CostOfLiving #PlanAhead #MillionDollarDream #RetirementPlanning #FinancialGoals

For our Black History Month series, we had the pleasure of hearing from Jason Ray, President & Founder of?Zenith Wealth Partners, a Black-owned investment firm committed to helping individuals and businesses build lasting wealth. Their work carries the spirit of Black Wall Street by providing accessible, expert financial advice that ensures wealth is not just accumulated, but sustained and passed down for generations. Once a thriving ecosystem of Black entrepreneurship, Black Wall Street's legacy continues to inspire despite its tragic and racially motivated destruction by a white mob in 1921. It's a reminder of the barriers to Black wealth and an inspiration for what’s possible when financial empowerment is prioritized. An example of this is Charisse McGill, the founder of Lokal Artisan Foods. As the first Black woman to own a food establishment at both Cherry Street Pier and Spruce Street Harbor Park in Philadelphia, she not only contributed to the city’s food scene but also created employment opportunities for underserved youth, furthering the cycle of empowerment. Her journey was supported by the 76ers Buy Black Program and partners like Zenith Wealth Partners, who provided mentorship and strategic advice to help her continue to grow. As Black Americans continue to be the fastest-growing group of stock buyers, the demand for financial education is increasing, especially in the face of challenges like limited access to capital. As a 100% minority-owned investment firm, Zenith Wealth Partners is bridging that gap by helping individuals, institutions, and Black-owned businesses not only accumulate wealth, but sustain it across generations through knowledge, strategy, and access to build lasting legacies. This Black History Month, join us in recognizing and celebrating the legacy of Black entrepreneurship and the work of companies like Zenith Wealth Partners that are shaping the future. We’re grateful to have Zenith as a trusted partner in managing our investments and deeply appreciate their commitment to building lasting wealth in our communities.

?? Where’s the Money? The Rules Keep Changing! With uncertainty around DEI funding, government contracts, and shifting markets, founders are asking: Where’s the money now? One client relied on memberships—until revenue stalled. Instead of panicking, she pivoted to workshops. Sold out in weeks. ?? ? What’s working? ? What’s not? ? Where’s the money NOW? Entrepreneurship isn’t about perfection—it’s about bold, strategic moves. Are you pivoting with intention or just following trends? Let’s strategize together Zenith Wealth Partners ?? #Entrepreneurship #CFP #FinancialPlanning #BusinessPlanning

??We're celebrating the incredible work of Kimberly Willingham and the Boston Debate League (BDL) in their efforts to combat racial inequities and empower youth. Through programs like After-School Policy Debate, Debate-Inspired Classrooms, and Resolved, BDL provides students with the skills to critically engage, develop leadership, and thrive academically—preparing them for college, careers, and civic life. BDL’s commitment to racial and social equity is breaking down systemic barriers and creating pathways for students to amplify their voices and create lasting change. ??? Stay tuned as we continue to spotlight organizations that are shaping a brighter, more equitable future this Black History Month! ??Learn more about the Boston Debate League’s impact and mission: https://lnkd.in/eeD9mF5r #BlackHistoryMonth #RacialEquity #EducationForAll #YouthEmpowerment #DebateForChange #CommunityImpact #BostonDebateLeague #SocialJustice #EquityInEducation

??Market Monday: Food prices have surged ??What does this mean? Egg prices are soaring because of disruptions in the supply chain, including labor shortages and rising feed costs. This has made it more challenging for farmers to meet demand, which is now affecting both retail and wholesale prices. ??How does it affect consumers? For shoppers, this means higher prices at the store, especially for basic egg cartons, specialty eggs (like organic or free-range), and egg-based products. You may also notice price hikes in items like bakery goods, breakfast items, and ready-made meals that rely on eggs. Businesses, from restaurants to food manufacturers, are also feeling the squeeze, which could impact menus and product availability. ??What’s the outlook? Prices may gradually ease as supply chains adapt and production catches up, but it’s hard to predict when we’ll see relief. The future could hold some volatility, so it's important to keep an eye on egg prices in the months ahead. This might be a tough time for your wallet, but staying informed helps you plan ahead. ???? #EggPriceIncrease #GroceryCosts #FoodShortage #SupplyChain #MarketMonday

??In honor of Black History Month, we’re shining a spotlight on The Ivy Legacy Foundation and the incredible work they’re doing to combat the racial wealth gap in the Philadelphia community. Their efforts are focused on addressing disparities in education, economic opportunities, and access to resources. ?? The Ivy Legacy Foundation supports underrepresented students through scholarships, mentorship, and community programs. This commitment is paving the way for a brighter future, one where students can thrive and create long-term wealth. ???? Their work is a powerful example of how nonprofits are breaking down systemic barriers and creating lasting change. ? Stay tuned as we continue to spotlight more organizations throughout Black History Month! Learn more about The Ivy Legacy Foundation's mission and impact here: https://lnkd.in/eyFiJcKb #BlackHistoryMonth #RacialWealthGap #EducationEquity #CommunityImpact #Scholarships #Mentorship #NonprofitSpotlight #Philly #SocialChange #IvyLegacyFoundation