Zenith Wealth Concepts

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Our Mission

We are a devoted group of professionals, thoughtfully servicing clients with innovative and customized wealth-planning solutions. 

 

Wealth Management Services

Our training and experience allows us to deliver elite financial planning solutions.  We offer advice and management on income security, insurance, investment management, financial -planning, risk management and retirement planning.

 

Boutique Services

For those seeking a more customized approach, we have an exclusive option to provide an in-depth discovery process and wealth care services encompassing:  pre-retirees, newly retired, business owners, succession planning, non-qualified planning for highly-compensated individuals or in-depth planning for those with multi-generational estate goals.  The all-inclusive services provide you with planning towards tax-efficient wealth creation, preservation and distribution strategies.  Our expertise in client education in both conventional and non-conventional financial strategies allow us to come alongside you in developing a solid, realistic financial plan to achieve the security of financial independence and legacy visioning enabling you to honor those you love.

 

Helping Create Your Financial Plan

“In this fast-paced global economy, Financial Planning is no longer a luxury, but a necessity.”

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Zenith Wealth Concepts

Jordan S Smith
Wealth Management Advisor


Zenith Wealth Concepts

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.