Irvin W. Rosenzweig, President, Chief Investment Officer, CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF® leads a nationally-recognized, award-winning wealth management firm comprised of talented financial advisors offering decades of experience to help clients achieve their financial goals. Through advanced technology, implementing sophisticated planning and investment strategies is a seamless process. RZ Wealth helps prioritize and understand client needs to offer solutions for portfolio, risk and liability management, as well as tax efficient strategies, education funding, retirement planning, and estate and wealth transfer planning. RZ Wealth understands that for clients, money is a means to an end in attaining security and a life of opportunity.
480 E. Swedesford Road, Suite 120 | Wayne, PA | 610.627.5920 | rzwealth.com
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