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Zenith Wealth Concepts
Jordan S Smith
Wealth Management Advisor
Zenith Wealth Concepts
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
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Boost your financial knowledge.
We’re top ranked by Forbes
Forbes has recognized Jordan Smith as one of the top
financial security professionals in Colorado. Many thanks to our
hardworking team, amazing clients, and partnership with Northwestern
Mutual. This wouldn’t have been possible without you.
Forbes Top Financial Security Professionals list (July 2024), Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual
(NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its
advisors do, however, pay marketing fees to these organizations to promote the rating or
ranking(s). Rankings and recognitions are no guarantee of future investment success.