Zenith Wealth Partners
05/21/2026
✨Angel investing is one of the most talked-about wealth-building strategies, and one of the least understood.
For most people, it feels out of reach. Reserved for Silicon Valley insiders or ultra-high-net-worth individuals. But the landscape is shifting, and more everyday investors are gaining access to early-stage companies than ever before.
On June 4th, Chelsea Ransom-Cooper, CFP®, and Brahm Rhodes, Ph.D., are hosting A Beginner’s Guide to Angel Investing.
Designed to give you a clear, honest look at what angel investing actually is, how it works, and whether it makes sense for your financial picture.
If you’ve been curious but didn’t know where to start, this is the place to start.🚀
🔗 Register through the link in our bio!
📈 Most business owners start thinking about investor readiness when they’re already in a conversation. That’s usually too late.
The due diligence process moves fast once it starts, and investors expect organized, verifiable documentation from day one.
Clean financials. A clear picture of revenue and liabilities. Legal structure. Contracts. Operational records. All of it is structured and accessible in what’s called a data room.
Getting there takes time and a clear understanding of what investors are actually looking for. That’s the work we do with small business owners at Zenith, before any investor conversation begins. 🚀
The goal isn’t to dress a business up. It’s to make sure it can be accurately understood.
📩 If you’re thinking about bringing on investors, even just exploring the idea, feel free to reach out.
—
For informational purposes only. Not investment or legal advice.
Nate Charles Granito, FMVA®
🤔 Most people think entrepreneurship starts with a blank page.
But buying an existing business, with customers, cash flow, and a team already in place, is a path more people are taking.
It’s called entrepreneurship through acquisition, and the financial planning side of it is often an afterthought.
Let’s break down the 5 questions every prospective buyer should be able to answer before they sign anything.
🗓️ Want to go deeper? Join us for Before You Buy: Entrepreneurship Through Acquisition Masterclass, a live webinar on May 20th at 12PM EST.
🔗Link in bio to register.
05/11/2026
Last week, Philadelphia showed up. 🚀
At the Local Capital Markets Showcase, eight mission-driven businesses took the stage to share their stories, their work, and their vision for a more equitable local economy across Equitable Real Estate, Regenerative Agriculture, and Legacy System Democratization.
To every founder who pitched, every partner who spoke, and every investor who showed up ready to engage: thank you.👏
This is what community capital looks like in action.
Interested in learning more about the LCMI or the businesses that presented? Reach out to us directly; we’d love to connect.
05/05/2026
✨Boardroom Bound: Chart Your Path To The Boardroom is back! This time, we're going deeper.
Last year, you got inspired. This year, you leave with a plan.
Join us for an intimate, interactive workshop experience designed for women ready
to take real steps toward corporate board service.
Through hands-on sessions and powerful keynotes, you'll walk away with personalized tools, a sharper board-ready profile, and the clarity to make your next move with confidence.
Spots are limited. Mark your calendar and stay tuned for registration details. 🗓️
SAVE THE DATE | August 17th • Martha's Vineyard📋
Click here to claim your Sponsored Listing.
Category
Telephone
Website
Address
2400 MARKET Street OFFSITE 2ND FLOOR
Philadelphia, PA
19103
Opening Hours
| Monday | 9am - 6pm |
| Tuesday | 9am - 6pm |
| Wednesday | 9am - 6pm |
| Thursday | 9am - 6pm |
| Friday | 9am - 5pm |
