stars 1 stars 2 stars 3

Founded in 2000, RZH Advisors is an SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT. RZH provides comprehensive wealth management services to affluent individuals and multi-generational families. We empower you to be comfortable with your wealth, enjoy your wealth and be confident that your family is protected from the financial uncertainties of life. Our approach to financial planning and deep client interaction has allowed us to be very selective focusing on HNW individuals and families in transition, women on their own for the first time financially, retiring executives and management of trust assets. Specializing in complex financial situations, where diverse assets and family dynamics can be challenging, our firm has built a reputation for objectivity and care by crafting meaningful and effective planning solutions. Areas of expertise include; inter-generational comprehensive financial planning, cash flow planning and tax strategy, investment planning and management, risk management and planning, trust management, wealth preservation and transition. We appreciate your interest in RZH Advisors, LLC. Together, we can work to develop and execute a comprehensive financial strategy aligned with your financial goals. Please contact us at or call 203.355.0880 to arrange a consultation.

View Top Employees from RZH Advisors
Revenue $5 million
Employees 16 (16 on RocketReach)
Founded 2000
Address One Landmark Square 11th Floor, Stamford, Connecticut 06901, US
Phone (203) 355-0880
Category Investment Management, Finance General, Wealth Management, Finance, Financial Planning
Competitors Covenant Wealth Advisors, Heritage Financial Services, LLC, Reynolds Wealth Management
SIC 628, 62
NAICS 52393, 523, 5239, 52

RZH Advisors Questions

The RZH Advisors annual revenue was $5 million in 2023.

Jean Atallah is the COO of RZH Advisors.

16 people are employed at RZH Advisors.

RZH Advisors is based in Stamford, Connecticut.

The NAICS codes for RZH Advisors are [52393, 523, 5239, 52].

The SIC codes for RZH Advisors are [628, 62].

Top RZH Advisors Employees

View Similar People
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups / month.
Search over 700 million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers (business & personal).
High Performer Summer 2022 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2
G2Crowd Trusted
300K+ Plugin Users