Zenith Wealth Advisors

Zenith Wealth Advisors, operating as VB&T Wealth Management LLC, is a financial advisory firm based in Scottsdale, Arizona. Established in 2022, the firm offers comprehensive portfolio management, financial planning, and family office services to individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. As a fiduciary, Zenith Wealth Advisors is committed to acting in the best interest of its clients. The firm's investment strategies include long-term purchases, margin transactions, private equity, short-term purchases, and options trading, among others. Clients can expect a transparent fee structure for advisory services, with annual portfolio fees based on a tiered schedule. The firm primarily uses Schwab as a custodian and broker, providing clients with access to a wide range of investment products and services. Zenith Wealth Advisors does not offer performance-based fees and does not sell securities for a commission in advisory accounts. The firm exercises investment discretion and does not accept proxy authority to vote client securities. Clients are encouraged to review account statements and are provided with annual notices regarding custody arrangements. Zenith Wealth Advisors does not have any material disciplinary events and does not prepay fees exceeding $1,200. The firm's financial condition allows it to meet contractual obligations, and it has not been involved in any bankruptcy proceedings.