Value proposition

Helping clients build their financial plans and investment portfolios

Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals.

We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm.

We work for – and are solely compensated by – our clients; those are the only interests we serve.

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wealth management, financial planning, tax planning, investing, financial advice, retirement planning, and insurance planning