A Commitment to Excellence & Innovation.

RZ Wealth has built strong relationships with leading financial services firms to deepen the service capabilities we can offer our clients. TD Ameritrade is the custodian and clearing firm we’ve chosen for the assets that we manage on behalf of our clients. Our pursuit of excellence includes systems that are consistently advancing along with technology and processes to enhance our clients’ experience.


TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 independent Registered Investment Advisors (RIAs). They are consistently at the leading edge of integrating with technology providers to help provide the most robust portfolio and financial planning solutions in the industry. TD Institutional offers one of the industry’s most sophisticated trading platforms. The company has also won awards for its customer support and educational resources, helping investors make smarter, more informed decisions.



Orion is a leading portfolio accounting and performance reporting provider for Registered Investment Advisors. Their innovative technology enables advisors to better serve their clients.



Chaikin Analytics is an award-winning stock trading idea platform, founded in 2011 by Marc Chaikin. The centerpiece of Chaikin Analytics is the Chaikin Power Gauge stock rating. In 2016, it was named one of "Two Top Websites for Quantitative Analysis" by Barron's.




eMoney Advisor provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. eMoney's suite of tools are used by leading financial services firms around the country.



Fi360 helps its clients gather, grow, and protect assets through better investment and business decision making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®. Their vision is to be the leading provider of services that raise the level of professionalism in investment management.


The Options Industry Council (OIC) was created as an industry cooperative to provide education about the benefits and risks of exchange-listed equity options. OIC is an industry resource supported by OCC to provide trustworthy education to investors about the benefits and risks of using exchange-listed options.



The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry. A not-for-profit association, CEFA is committed to educating investors about the many benefits of these unique investment products and to providing a resource for information about its members and their offerings.



Nuveen is a premier global investment manager that has been helping clients meet their goals for more than 100 years, making the world a better place along the way. Their standout capabilities include retirement wealth and income generation, real assets and other alternatives and responsible investing.


The U.S. Charitable Gift Trust is an Eaton Vance-sponsored public 501(c)(3) charity that offers structured planned giving vehicles through its Donor Advised and Pooled Income Funds. The U.S. Charitable Gift Trust® is a tax exempt public charity that provides a way to streamline your giving with an efficient, flexible approach that offers eligibility for an immediate federal income tax deduction, eliminates multiple tax receipts and presents a variety of ways to help you make the most of your charitable contributions.


With $5.97 Trillion in assets under management, BlackRock is built upon an investment philosophy which seeks to seamlessly integrate risk management with a disciplined investment process. As a leading fixed income manager, BlackRock believes in an active approach to fixed income portfolio management that leverages internal research to formulate our strategies. They seek to add value through security selection as well as duration and yield curve management. Their dedicated credit research team integrated with the overall investment process seek to add value for our clients with regard to both investment returns as well as risk management. They also manage over 850 iShares® ETFs Globally, some of which we employ within our client portfolios.



As a leading global asset management firm and with $220 Billion in assets under management, Parametric an Eaton Vance Company brings clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. Based on principles of intellectual rigor, ingenuity and transparency, Parametric seeks to deliver repeatable client outcomes with consistently high levels of service and maximum efficiency. Parametric has managed assets on behalf of institutions, high-net-worth individuals and fund investors for more than 30 years.