The stock market has been extremely volatile these last few weeks as investors try to navigate the voluminous amount of new policies coming out of Washington. With President Trump back in office, emotions are running high. In our latest RZH Insights, Carl Zuckerberg, CFP?, AIF?, CIMA?, Chief Investment Strategist, addresses these issues and provides guidance to help navigate this uncertainty. Click below to read the full article.
关于我们
Founded in 2000, RZH Advisors is an SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT. RZH provides comprehensive wealth management services to affluent individuals and multi-generational families. We empower you to be comfortable with your wealth, enjoy your wealth and be confident that your family is protected from the financial uncertainties of life. Our approach to financial planning and deep client interaction has allowed us to be very selective focusing on HNW individuals and families in transition, women on their own for the first time financially, retiring executives and management of trust assets. Specializing in complex financial situations, where diverse assets and family dynamics can be challenging, our firm has built a reputation for objectivity and care by crafting meaningful and effective planning solutions. Areas of expertise include; inter-generational comprehensive financial planning, cash flow planning and tax strategy, investment planning and management, risk management and planning, trust management, wealth preservation and transition. We appreciate your interest in RZH Advisors, LLC. Together, we can work to develop and execute a comprehensive financial strategy aligned with your financial goals. Please contact us at [email protected] or call 203.355.0880 to arrange a consultation.
- 网站
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https://www.rzhadvisors.com
RZH Advisors的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Stamford，Connecticut
- 类型
- 私人持股
- 创立
- 2000
- 领域
- Wealth Management, Financial Planning and Investment Management
地点
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主要
获取路线
One Landmark Square
11th Floor
US，Connecticut，Stamford，06901
RZH Advisors员工
动态
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Every year, market performance predictions flood the headlines - but do they actually help you invest smarter? Instead of chasing forecasts, discover what really drives long-term success in 2025 and beyond. In our latest RZH Insights by Brendan McEwan, CFP?, CIMA?, we break down the essential strategies investors should prioritize - beyond the noise of market speculation. Don't get lost in predictions - invest with purpose. Click below to read the full article. https://lnkd.in/exc3gs6Y
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RZH is proud to announce that Jean Paul Atallah, Chief Operating Officer & Chief Compliance Officer at RZH Advisors, has been promoted to Partner! Since joining RZH in June 2022, Jean Paul has leveraged his experience to optimize operations and ensure that our team members have the systems and resources they need to benefit our clients. His dedication continues to be instrumental in our delivery of an outstanding client experience and we wish Jean Paul continued success for many years to come!
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Retirement is often seen as a time for relaxation and adventure, but it can also bring unexpected challenges. While we celebrate milestones like graduations and weddings, retirement is a major life change that deserves more attention. Are you really ready for retirement? In our latest RZH Insights, Lauren Rowland, CFP? CDFA?, shares her thoughts on how to approach this new chapter with confidence and a clear plan.
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Please join us in welcoming Ivy Alexander to the RZH Advisors team as our new Client Services Associate! We look forward to our clients and friends getting to know Ivy in the years to come and all of us at RZH remain committed to exceeding our client expectations. Learn more about Ivy and the rest of our talented team members by clicking here: https://lnkd.in/ed_4y_-V
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RZH Advisors is excited to annouce that we've been listed on the Forbes|SHOOK 2024 List of America's Top RIA Firms for the second year in a row! This prestigious ranking highlights RZH Advisors’ commitment to providing a differentiated wealth management experience and life-changing outcomes for our clients. A heartfelt THANK YOU to our clients for your trust and confidence, which means the world to us. We also wish to express our deepest gratitude to our devoted team members, whose tireless efforts, great skill, and steadfast commitment to client success are instrumental in attaining this accolade. To view the full ranking, methodology and important disclosure information please visit: https://lnkd.in/gyRbJuW8
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As we pass the year's halfway point, Carl Zuckerberg, CFP?, AIF?, CIMA? reflects on a tumultuous first half marked by geopolitical upheavals and market volatility. Amidst the chaos, RZH remains steadfast in its mission to safeguard and enhance your financial future. His latest insight recaps the first half of 2024 and highlights our unwavering focus on long-term client success.
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Congratulations to Carl Zuckerberg, CFP?, AIF?, CIMA? for being named as a Barron's 2024 Top 1200 Advisor! And, just like the numerous accolades Carl has received in the past, this recognition belongs to every team member at RZH! Thank you to all our clients who have placed their trust in us and for allowing us to help you embrace life to the full extent of your wealth! Check out our full announcement, including more information on ranking methodology, by clicking below:
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"In spite of the cost of living, it's still popular!" - Kathy Norris This witticism aptly captures the current state of the U.S. economy, where inflation remains persistently high. As we navigate through the current economic landscape, check out the article below by Carl Zuckerberg, CFP?, AIF?, CIMA? for his latest RZH Insight regarding recent market events and our investment philosophy.
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We're #hiring a new Client Services Associate in Stamford, Connecticut. If you have client-facing experience with a $1B+ RIA, are detail-oriented and looking to join dynamic firm that's obsessed with client service, we want to hear from you!