We believe the relationship you have with the people managing your wealth is of enormous importance. After all, decisions will be made that will affect your wealth, your lifestyle, your peace of mind, your family, and generations to follow.
At RZH Advisors, this relationship typically starts with a brief phone conversation. If you’re interested in taking our discussion to the next stage, we’ll schedule another lengthier conversation—one that will give you a chance to learn more about us, and give us a chance to start getting to know you.
Our mission is not some abstract ideal, but a pragmatic goal that inspires us and drives us forward.
We seek to fulfill our mission by first examining every facet of your life that may affect your wealth: family, business, lifestyle, retirement, health, philanthropy, dreams, and fears. We develop an understanding of how you live and aspire to live in the years ahead. We learn what matters most to you and your family. We also learn how you feel emotionally about your wealth.
We discuss such vital matters as raising children with affluence, the death of a spouse, retirement, and the value you place on financial security and peace of mind. We also conduct a thorough analysis of all your existing assets.