Ritholtz Wealth Management provides customized wealth solutions built around clients' goals, lives, and legacies. Its services include wealth management, financial planning, tax planning and consulting, estate planning, insurance services, corporate retirement planning, family office services, and institutional investing. The firm offers tiered solutions ranging from essential guidance and low-cost investment management to comprehensive multi-family office support, including coordination with outside professionals, bookkeeping, and bill pay. It also produces financial education and market-related media through its team of authors, speakers, and experts.
