Your Wealth. Your Life. Your Dreams.
For over 25 years, the Zenith Private Wealth Counsel team has been working with professionals, retirees and business owners to create the life they desire, enhance the lives of those they care about and establish a living legacy that represents their passions and values. As successful individuals, our clients maintain a long-term perspective on their investments; seeking optimal risk-adjusted investment returns, tax efficiencies, retirement management, efficient wealth transfer, philanthropy and legacy planning. * HollisWealth does not provide income tax preparation services nor do they supervise or review other persons who may provide such services.
Our clients enjoy life and understand the value of delegating important responsibilities to trusted professionals. They have entrusted our team to look after their wealth management so they can spend more time living life with the people they care about. We keep our clients informed and provide guidance to make any necessary changes to help sustain, protect and enhance their wealth. Zenith Private Wealth Counsel is committed to providing you with holistic wealth strategies and a level of service that’s unsurpassed in the industry.