Chelsea Ransom-Cooper
Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action.
Zenith Wealth Partners · Philadelphia, Pennsylvania
Is this you, Chelsea?
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About
Zenith Wealth Partners supports first-generation wealth builders, business owners, and mission-driven organizations in navigating their financial journeys with confidence.
We specialize in helping high earners make the most of their income, guiding entrepreneurs through business growth and scaling strategies, and serving as an outsourced Chief Investment Officer for nonprofits.
Our tailored approach to retirement planning, business strategy, and investment management empowers clients to align their resources with their goals; whether that’s building generational wealth, expanding their impact, or creating long-term financial stability. At Zenith, we bring clarity, structure, and partnership to every step of the process.
Who they serve
- Pre-retirees
- HENRY (high earner, not rich yet)
- High earners
- Founders
- Executives
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Planning
- Estate Planning
- Executive Compensation
- ESG/Impact Investing
- Financial Planning
- Life Transition Planning
- Tax Strategy
- Retirement Planning
- Philanthropic Planning
- Investment Management
- Portfolio Management
- Stock Option Planning
- Wealth Management
Structured record
| Name | Chelsea Ransom-Cooper |
|---|---|
| Firm | Zenith Wealth Partners |
| Location | Philadelphia, Pennsylvania |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer · One-Time Financial Planning Fee |
| AUM | $100M - $500M |
| Founded | 2019 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Investment approach | Blend of both |
| Website | https://zenithwealth.partners |
| https://www.linkedin.com/company/zenithwealthpartners |
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Specialties
- Retirement planning
- Small business owners
- Equity compensation
- Sustainable & impact investing