RZH Advisors

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.

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

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

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.

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:

"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.

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!

RZH is pleased to announce that Carl Zuckerberg, CFP®, AIF®, CIMA®, Founding Principal, has been named to the inaugural 2024 InvestmentNews Top Financial Advisors ranking! This list highlights some of the industry’s finest advisors who provide clients with trusted advice, unbiased investment guidance and comprehensive wealth management. View the entire announcement below: https://lnkd.in/ekqM3CgR

RZH Advisors is pleased to announce the appointment of Lauren Rowland, CFP® as Partner. This promotion reflects Lauren's outstanding contributions to our clients and the firm over the past three years. As a Partner, Lauren will assume new management responsibilities and play a key role in shaping the firm's strategic direction, fostering client relationships, and contributing to the overall success of RZH Advisors and our clients. Please click below to read the full announcement and join us in congratulating Lauren on this well-earned milestone! https://lnkd.in/e5cHeCz6

We are excited to share that RZH Advisors has earned a spot on the prestigious 2023 Forbes|SHOOK list of “America’s Top RIA Firms.” Out of over 15,000 RIA (Registered Investment Advisor) firms nationwide, we have been ranked within the top 1%. This honor reflects our team's unwavering commitment, hard work and capabilities, as well as the invaluable trust and confidence our clients have bestowed upon us. At RZH, our goal has always been to deliver tailor-made, thoughtful financial guidance that caters to the distinct needs of each client. Being recognized by Forbes|SHOOK not only celebrates our achievements thus far but also inspires us to continue setting higher standards and help our clients embrace life to the full extent of their wealth. 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 dedicated team members, whose tireless efforts, great skill, and steadfast dedication to client success are pivotal in attaining this accolade. To review the complete Forbes|SHOOK list of Top RIA Firms and important ranking methodology please click BELOW: https://lnkd.in/ejnaM3JE