A smarter approach to planning
Can I do what I want to do with my money?
This is the question we’re answering for people all over America. There are three steps to becoming a Ritholtz Wealth Management client: Financial Planning, Investment Policy Statement, Portfolio Allocation.
We begin an extensive discussion of your future needs to create a long-term financial plan for your family
We create a cost effective Asset Allocation model best suited to your goals
We regularly review your progress to ensure you are on the path to meeting your objectives