Comprehensive Portfolio Management

At Ritholtz Wealth Management, we are a dynamic team of investment professionals dedicated to helping our clients achieve their financial goals. Our team is comprised of experienced professionals who share a common goal of providing exceptional client service and a commitment to fiduciary responsibility.

Our Services

We offer a comprehensive range of services designed to help our clients create a brighter financial future. Our expert advisors work closely with each client to understand their unique needs and goals, and develop personalized strategies to help them achieve financial freedom.

Wealth Management

Our comprehensive wealth management solutions are tailored to each client's unique goals and needs. Our expert team will work closely with you to develop a customized investment strategy that aligns with your financial objectives.

Tax Planning

Our tax planning services are designed to help you minimize your tax liability and maximize your wealth. Our team of experts will work closely with you to identify tax-efficient investment strategies and minimize your tax burden.

Insurance Services

Our insurance services are designed to provide you with peace of mind and financial protection. Our expert team will work closely with you to identify your insurance needs and develop a customized plan that meets your goals.

Estate Planning

Our estate planning services are designed to help you preserve your wealth and protect your legacy. Our expert team will work closely with you to develop a customized estate plan that meets your unique needs and goals.

Corporate Retirement Planning

Our corporate retirement planning services are designed to help businesses support their employees' retirement goals. Our expert team will work closely with you to develop a customized retirement plan that aligns with your company's goals and objectives.

Our Experts

Our team of experts is comprised of experienced professionals with a deep understanding of the financial markets. Our experts are dedicated to providing exceptional client service and a commitment to fiduciary responsibility.

Take Your Career to New Heights

Ritholtz Wealth Management is growing and we are always looking for talented professionals to join our team. If you are passionate about delivering exceptional client service and committed to fiduciary responsibility, we would love to hear from you.

Our Story

We were founded on the principles of transparency, integrity, and a commitment to putting our clients first. Our team is comprised of experienced professionals who share a common goal of providing exceptional client service and a commitment to fiduciary responsibility.

Our Locations

We have multiple locations across the country, including New York, Chicago, Charlotte, Los Angeles, and more. Our team is dedicated to providing exceptional client service and a commitment to fiduciary responsibility.

Our Team

Our team is comprised of experienced professionals who share a common goal of providing exceptional client service and a commitment to fiduciary responsibility. Our experts are dedicated to helping our clients achieve their financial goals and creating a brighter financial future.