Description
Ritholtz Wealth Management is a wealth management firm built around delivering customized financial solutions rather than cookie-cutter offerings. Its service lines include wealth management, tax planning, estate planning, insurance services, corporate retirement planning, financial planning, family office services, and institutional investing. The firm structures its offerings into tiered client segments — ranging from 'Good Advice' for essential goal-based planning and low-cost investment management, to 'Flagship' and 'The Preserve' for dedicated advisor relationships and expanded estate/tax planning, up to a 'Multi-Family Office' tier offering advisor-led teams, dedicated tax professionals, bookkeeping, and coordination with outside professionals for clients with complex wealth needs. Beyond direct advisory services, Ritholtz operates a media and content arm — including 'The Compound' — through which its team of authors and experts publishes market commentary, investing insights, and retirement planning content, and hosts a media program discussing markets, strategies, and financial topics.