Ritholtz Wealth Management
Ritholtz Wealth Management is a fee-only, national RIA overseeing more than $5 billion in assets for high-net-worth clients and institutions. RWM offers a full suite of financial planning and asset management services to high-net-worth households, corporate retirement plans, endowments and charitable foundations. The firm utilizes its technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. The firm continues to stand out for its innovative, client-first approach and strong media and educational presence.
Associated People
2013 - present
2015 - present
2018 - present
2013 - present
2013 - present
2018 - present
2018 - present
ABOUT RITHOLTZ WEALTH
Ritholtz Wealth Management is a fee-only, fiduciary Registered Investment Advisor (RIA) founded in 2010 by Barry Ritholtz and Josh Brown, headquartered in New York.
RWM offers a comprehensive suite of wealth management services including financial planning and asset management, tax planning, insurance services, estate plan consulting, and core retirement plans.
The firm serves ultra-high-net-worth clients through comprehensive planning, tax, insurance, and institutional advisory, while also catering to mass-affluent investors via robo and hybrid models.
CORE SERVICES
The firm offers personalized financial plans built around your goals, lifestyle, and timeline. They cover retirement planning, cash flow management, education funding, insurance analysis, and estate coordination.
The firm offers strategic asset allocation using diversified ETFs and mutual funds, and ongoing rebalancing, tax-loss harvesting, and risk management.
Tax Planning & Preparation.
The firm employs proactive coordination of tax strategies with investment planning, and annual tax return reviews and preparation.
Insurance Planning.
RWM reviews existing life, disability, and long-term care policies. They offer objective guidance on whether coverage is appropriate or needs restructuring.
Estate Planning.
The firm works with estate attorneys to ensure your will, trust, and beneficiary designations align with your financial plan.
Corporate Retirement Plans.
The firm offers 401(k), 403(b), defined benefit, and profit-sharing plan management. They also offer plan participant education and fiduciary oversight.