Ritholtz Wealth

About Ritholtz Wealth

Ritholtz Wealth is a wealth management firm that provides financial planning, investment strategies, and estate and tax planning for individuals, families, and institutions. The firm emphasizes goal-based planning, ongoing advisor reviews, and a comprehensive suite including insurance, taxes, and full portfolio management. Based in New York City, it serves clients through tailored wealth solutions and family office services, with insights and education via The Compound. The organization operates from 24 West 40th Street, New York, NY 10018, and engages with financial professionals and clients for personalized, long-term wealth strategies.