RZH Advisors

RZH Advisors is an independent, partner-owned wealth management firm based in Stamford, Connecticut. Founded in 2000, the company employs 17 people and generates an annual revenue of $5 million. RZH Advisors is an SEC Registered Investment Advisor and specializes in providing comprehensive wealth management services to high-net-worth individuals and multi-generational families. The firm focuses on creating tailored financial planning solutions for clients facing complex situations, such as diverse asset management, intricate family dynamics, and transitions in life stages. RZH Advisors offers a range of services including 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 planning. RZH Advisors distinguishes itself through its deep client interaction and commitment to objectivity and care. They prioritize building meaningful relationships and understanding the unique needs of each client. Their expertise lies in navigating complex financial situations and ensuring clients feel comfortable, confident, and secure about their wealth. For consultation, interested parties can contact RZH Advisors via email at [email protected] or by phone at 203.355.0880.