RZ Wealth Partners with Barron’s Hall of Fame Firm to Further Align Its Business to Deliver an Exceptional Client Experience

Investment Weekly News

By a News Reporter-Staff News Editor at Investment Weekly News -- 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.