• We build
    true wealth

    Our passion is to uncover what is truly
    important to you.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our team follows a disciplined process when it comes to managing your investments. Learn More

Risk Management

Your Wealth Advisor works with our team of Insurance Specialists to identify risk exposure, in order to minimize potential damage of an unexpected life event. Learn more

Tax Planning

Our team of CPA’s can help you with your tax planning needs. Learn more

Wealth Planning

Our Wealth Enhancement Group is comprised of a team of financial professionals who are experience in developing wealth plans designed to meet your unique needs and goals. Learn more

Estate Planning

Your Wealth Advisor and Wealth Enhancement Group can help you with your estate planning needs and formalize your wishes. Learn more

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Personalized Wealth Management

Selecting a financial advisor is a highly personal choice built on trust and confidence. It is paramount that your advisors know what truly matters to you and seek the resources to help you achieve the life you want – for yourself, your loved ones, and for generations to come.

With over a century of combined financial experience, we feel that effective wealth management is a marathon, not a sprint. RZ Wealth aims to earn your confidence through our genuine concern for your well-being and committed effort to fully understand your concerns, risk tolerance and attitude toward investments.

Like a true friend, an RZ Wealth Advisor may be a constant resource to help you stay on track and an asset that may prove its value year after year. When you face unexpected choices and tough challenges, you can rely on us to help you make the critical decisions.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Wayne, Pennsylvania, RZ Wealth has office locations and advisors across the country. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

RZ Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Whitepaper
Maximize Social Security Benefits & Minimize Tax Burden

Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.

Download Whitepaper

Market Commentary
Weekly Market Commentary October 30, 2017

Another week, another record. The S&P 500 edged up 0.2% to post another new record. The MSCI ACWI dropped 0.1% as a strengthening dollar pushed the value of international stocks lower for U.S. investors. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.1%. Read more

Blog
Financial Planning is for Everyone

Published by Beth Schanou

Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more

Monthly Newsletter
June Monthly Newsletter – “Supercharged” Charitable Giving with ...

Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes. Read more

2017 Q2 Market Outlook Video
Video
2017 2nd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

    Blog post
  • FINANCIAL NEWS…NASDAQ TV: Fri, Sept 29 at 12:00pm

    RZ Wealth’s Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations sits down with Blaine F. Aikin, AIFA®, CFA, CFP®, Chairman of the CFP® Board and Executive Chairman of Fi360 for “Trade Talk” on NASDAQ TV this Friday, September 29 at 12:00pm.

    Together, these seasoned industry leaders will discuss the fiduciary responsibility of the RIA and CFP® in the world of investment planning and management. Topics that Aikin specializes in as both Chairman of the Certified Financial Planning Board and Executive Chairman of f1360 which is an international educator and leader in the field of investment fiduciary responsibility.

    Rosenzweig and Aikin, friends and industry colleagues, have a combined experience in wealth management and financial planning that dates back more than 30 years including when they both worked in the retail investment and brokerage divisions at PNC Bank. Tune-in to NASDAQ-TV this Friday at noon to learn more from these industry experts as they examine fiduciary responsibility and best practices in financial planning, investment choices and management.

    ABOUT RZ WEALTH:

    Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations is partnered with Ron Carson, Founder and CEO of Carson Group, who is an inaugural inductee into the Barron’s Hall of Fame and on the Inc. 5000 Fastest Growing Company list.

    RZ Wealth, lead by Irvin Rosenzweig, is built on commitment, experience, professionalism and accessibility. Focused on consistently putting its clients’ interests first, RZ Wealth offers personal guidance for insightful wealth management including financial, retirement, estate and education planning.

     

    Call us for a Personal Consultation:

    RZ Wealth

    480 E. Swedesford Road,

    Suite 120, Wayne, PA 19087

    Toll Free: 866-231-3583

    Phone: 610-627-5920

    www.rzwealth.com

     

     

     

     

     

    Weekly Market Commentary
  • FINANCIAL NEWS…NASDAQ TV: Fri, Sept 29 at 12:00pm

    RZ Wealth’s Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations sits down with Blaine F. Aikin, AIFA®, CFA, CFP®, Chairman of the CFP® Board and Executive Chairman of Fi360 for “Trade Talk” on NASDAQ TV this Friday, September 29 at 12:00pm.

    Together, these seasoned industry leaders will discuss the fiduciary responsibility of the RIA and CFP® in the world of investment planning and management. Topics that Aikin specializes in as both Chairman of the Certified Financial Planning Board and Executive Chairman of f1360 which is an international educator and leader in the field of investment fiduciary responsibility.

    Rosenzweig and Aikin, friends and industry colleagues, have a combined experience in wealth management and financial planning that dates back more than 30 years including when they both worked in the retail investment and brokerage divisions at PNC Bank. Tune-in to NASDAQ-TV this Friday at noon to learn more from these industry experts as they examine fiduciary responsibility and best practices in financial planning, investment choices and management.

    ABOUT RZ WEALTH:

    Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations is partnered with Ron Carson, Founder and CEO of Carson Group, who is an inaugural inductee into the Barron’s Hall of Fame and on the Inc. 5000 Fastest Growing Company list.

    RZ Wealth, lead by Irvin Rosenzweig, is built on commitment, experience, professionalism and accessibility. Focused on consistently putting its clients’ interests first, RZ Wealth offers personal guidance for insightful wealth management including financial, retirement, estate and education planning.

     

    Call us for a Personal Consultation:

    RZ Wealth

    480 E. Swedesford Road,

    Suite 120, Wayne, PA 19087

    Toll Free: 866-231-3583

    Phone: 610-627-5920

    www.rzwealth.com