RZ Wealth Partners with Barron's Hall of Fame Firm to Further Align Its Business to Deliver an Exceptional Client Experience
WAYNE, Pa., June 1, 2017 /PRNewswire/ -- RZ Wealth (www.RZWealth.com), a Registered Investment Advisor dedicated to financial planning and wealth management for individuals, families, companies and foundations, is excited to announce their alignment with Carson Institutional Alliance (www.CarsonInstitutional.com). Carson Institutional Alliance is a growth-focused partnership of professional advisory firms across the United States. This alignment allows RZ Wealth to continue its business as an independent firm while leveraging the national strength of Carson Institutional Alliance consisting of 41 other well-known advisory firms nationwide.
President and Chief Investment Officer of RZ Wealth, Irv Rosenzweig states: "RZ Wealth has a longstanding relationship and consulting history with Carson Institutional Alliance and our collaboration adds tremendous value and infrastructure in our dedication to clients. Immediate client benefits include increased access to the resources of a firm which oversees $8.5 billion in assets under advisement*, as well as the efficiencies, depth, synergies and best practices culled from the extensive network under the Alliance."
"The door for RZ Wealth is now fully open to considerable technology improvements, greater transparency, additional investment options and strategies, and improved depth in all critical areas of investment research, marketing, financial planning, customer service, financial, retirement, estate and succession planning," furthers Founder and CEO of Carson Institutional Alliance Ron Carson.
This affiliation was prompted by RZ Wealth's continued dynamic growth and its commitment to provide a unique value proposition and client experience with creative, solid solutions and superior service. Together, Rosenzweig and Carson revolutionize the financial services industry by combining their 30+ years of award-winning success to further their shared missions to deliver quality products, planning and innovation as well as stellar client service. Rosenzweig was a Barron's nationwide Top 1,000 Financial Advisor and Carson is one of only two independent firms inducted into Barron's** Inaugural Hall of Fame and is also featured in Forbes annual ranking of top teams.
Irv Rosenzweig has been committed to obtaining education and knowledge in the intricacies of financial, retirement and estate planning that dates back nearly 25 years to his attainment of the CFP® designation which was then followed by the addition of the ChFC®, CLU®, CRPS® and AEP® designations.*** Ron Carson has been profiled in numerous industry publications, is a regular contributor to CNBC and has co-authored several books for financial advisors and entrepreneurs about best practices in building a sustainable business.
About RZ Wealth
RZ Wealth based in Wayne, PA, offers clients the freedom to live the life they want with confidence and clarity in every aspect of their financial lives with long-term, intelligent asset management. RZ Wealth leverages three decades of superior expertise that protects and grows their clients' assets as they pursue their life goals. To learn more about RZ Wealth's full scope of services, strategies and investment opportunities, contact RZ Wealth at 610-627-5921 or visit rzwealth.com.
RZ Wealth and Carson Institutional Alliance Awards & Recognition can be found in the following links:
https://www.linkedin.com/in/roncarson1
www.cnbc.com/ron-carson/
https://www.linkedin.com/in/irvin-rosenzweig-cfp-chfc-clu-crps-aep-0478179/
http://www.smartceo.com/2016-philadelphia-centers-of-influence-irvin-w-rosenzweig/
http://www.prnewswire.com/news-releases/williams-financial-group-congratulates-irvin-rosenzweig-named-to-barrons-top-1000-financial-advisors-philadelphia-pennsylvania-2013-210212401.html
*Please note that the amount of CWM, LLC's Assets Under Advisement is considerably larger than the amount of the firms regulatory Assets Under Management. Assets Under Advisement include regulatory Assets Under Management reported in CWM, LLC's Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC's regulatory Assets Under Management can be found in Item 5.F of CWM, LLC's Form ADV I, available at http://www.adviserinfo.sec.gov.
**Barron's magazine, October 20, 2014 issue. The Barron's rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.
***CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® and CRPS®, CHARTERED RETIREMENT PLANS SPECIALIST are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ or CFP (with flame logo)® or CRPS® certification marks. CFP® and CRPS® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as a CFP® Board Registered Program, have met its ethics, experience, and examination requirements.
ChFC and CLU® curriculum is administered by The American College in Bryn Mawr, Pennsylvania. Founded in 1927, The American College is the nation's oldest and largest nontraditional institution for higher learning devoted exclusively to academic studies in life insurance and related financial services. The required course of study for ChFC and CLU® includes insurance and financial strategies, income taxation, planning for retirement needs, retirement plan types, strategies and tax implications, investments, individual life insurance, life insurance law, planning for business owners and professionals and estate planning.
AEP®, the Accredited Estate Planner designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants and Certified Financial Planners®. The designation is awarded by the National Association of Estate Planners & Councils to professionals who meet stringent experience and education qualifications including two graduate level courses. The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the publics need in estate planning. For more information on the AEP® designation, please visit the NAEPCs website at: www.naepc.org.
SOURCE RZ Wealth
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