Sarah Shields

Zenith Wealth Partners is a Philadelphia-based registered investment advisory firm serving high-net-worth individuals, families, and institutional clients. The firm specializes in comprehensive financial planning for high earners and executives navigating equity compensation, pre-retirees facing complex income and estate decisions, and service-based business owners preparing for growth or exit. On the institutional side, Zenith provides OCIO (Outsourced Chief Investment Officer) services to endowments, foundations, and nonprofits, with a particular focus on impact and place-based investing strategies that align capital with community outcomes. Zenith's advisors bring deep expertise across retirement income planning, tax strategy, estate planning, and mission-aligned investment managemen...