Irvin W. Rosenzweig, President, Chief Investment Officer, CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF® is a Barron’s Top 1000 Financial Advisor. He leads a nationally-recognized, award-winning wealth management firm comprised of a talented team of 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 and imbedded process.
RZ Wealth helps to prioritize and understand client needs in order to offer solutions for portfolio, risk and liability management, as well as tax-efficient strategies, education funding, retirement planning, estate and wealth-transfer planning.
480 E. Swedesford Rd., Wayne, 610-627-5920, rzwealth.com.