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VerifiedInvestment Management· Founded 2000

Rzh Advisors

Founded in 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 info@rzhadvisors.com or call 203.355.0880 to arrange a consultation.

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HeadquartersStamford, United StatesEmployees11(1 to 10)Annual revenue<$1MFounded year2000Websiterzhadvisors.comLinkedIn profileLinkedIn

Verified contacts

10

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LinkedIn employees

11

1 to 10 range

Open roles

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Distinct roles

10

indexed titles

Tech stack

2

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Monthly traffic

34

organic / mo

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Top roles at Rzh Advisors

10 distinct titles indexed · top 10 shown.

  • 1client service associate
  • 1client services associate
  • 1client services manager
  • 1director of operations
  • 1financial associate
  • 1portfolio manager
  • 1principal
  • 1principal, chief investment strategist
  • 1principal, chief operating officer & chief compliance officer
  • 1senior financial advisor

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