Tailored Solutions for Every Stage of Wealth
From building your portfolio to preserving your legacy, Ritholtz offers a full suite of services designed to fit your unique needs. Whether you’re just starting out or managing generational wealth, our team will go deep and provide expert guidance.
Wealth Management That Works for You
Focused Strategy,
Relentless Execution
Relentless Execution
We cover your financial landscape, building a customized plan with disciplined investment strategies. Our team is hands-on—analyzing, planning, and executing every move to drive your results and secure your future.
Tax Consulting That can Put
More in Your Pocket
More in Your Pocket
Smart Strategies, No Surprises
We identify opportunities to minimize your tax liability. Our approach is proactive – anticipating, planning, and executing to ensure you keep more of what you earn.
Estate Planning That
Secures Your Legacy
Secures Your Legacy
Protect What You’ve Built
We design clear, practical plans to transfer your wealth on your terms. Our thorough process eliminates uncertainty and ensures your wishes are honored for generations.
Insurance Planning That Shields Your Wealth
Defense You Can Count On
It’s not about how much you make, it’s about how much you can keep and protect. We assess your risks and build insurance solutions that fit your life. We use insurance as a financial tool to protect the people, places, and things that matter most to you.
Equity Compensation That Works as Hard as You Do
Maximize Every Grant, Every Option
We break down your stock options and RSUs, turning complexity into opportunity. Our team builds strategies to align your equity with your long-term financial goals.
The entire spectrum of wealth
ELITE SERVICE.
ELITE CLIENTS.
For those who demand more from their advisors and their wealth, we offer exclusive services tailored to ultra-high-net-worth individuals and families managing generational legacies.
The Ritholtz Multi-Family Office (MFO) solution is for clients seeking concierge-level support. From managing complex estates to coordinating philanthropic efforts, our super-premium offering is designed for those who demand the best.
Explore the Right
Strategy for You
LIFT OFF!
Your First Step Toward Financial Freedom
Starting out doesn’t mean starting small. Liftoff is designed for emerging investors who want disciplined strategies, transparent advice, and a trusted partner to guide their financial journey. With low fees, smart technology, and Ritholtz management, Liftoff can be a perfect starting point for your financial journey.
Design Perks of Service
World-Class Portfolios
Automated Rebalancing
Betterment’s User Interface
Ongoing Expert Dialogue
Low Fees, High Value
No matter where you are in your financial journey,
We have the right solution to help you move forward.
Good Advice
For those building their wealth with disciplined strategies.
Flagship
Comprehensive planning for individuals and families ready to level up.
The Preserve
Sophisticated solutions for high-net-worth clients focused on legacy and preservation.