Our Process of Discovery

At RZ Wealth, new client relationships begin with a process of compiling and analyzing data. We evaluate your investment options, calculate financial projections, and establish your genuine expectations and needs concerning the assets we manage on your behalf.

The result is a strategic and integrated investment approach that reflects both your priorities and lifestyle, and our long- term commitment to expertly implement the plan as your collaborator and coach.

The RZ Wealth team’s goal is to break down financial complexity and challenges into a simplified, cohesive and efficient design. We typically work with your CPA and attorney to understand your tax situation and to review your legal documents. Additionally, we may assess your insurance coverage to determine if your objectives have been addressed through effective insurance and estate planning. As your life and circumstances change, RZ Wealth will keep your plan aligned with your needs and objectives.