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.



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.



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.


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.