Achieving your financial goals requires a coordinated, comprehensive approach. Our team crafts tailored financial plans that reflect your unique aspirations, needs, and lifestyle. Through disciplined asset management, we seek to optimize your portfolio’s performance while managing risk. Drawing on deep investment expertise, we monitor progress and make adjustments as your circumstances evolve, helping you build and preserve wealth with clarity and confidence.

Insurance is a vital part of the wealth planning process. We are consistently amazed at how many high-net-worth families and individuals are either unsure of what their coverage means or whether or not they have enough of it. Our in-house insurance experts will reveal risks and opportunities as part of the overall assessment.

Estate planning is an essential component of modern wealth management. At Ritholtz , our professionals work with your legal representatives to ensure a cohesive answer to some of the most important considerations of our lives. We are team players with an objective of bringing clarity and peace of mind to your situation.

Many firms advise on corporate retirement plans as a favor to their clients, without the resources or focus to add value. At Ritholtz, we have a dedicated team focused solely on 401(k) plan development, design, and deployment for business owners and executives. Our experts on 403(b) and 547(b) plans are nationally renowned. Educating plan participants and their employers requires a full-time, always-on commitment.