Candice Fallon's Contact Details

Candice Fallon's Company Details

RZH Advisors LLC

Stamford, CT, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Founded in 2000, RZH Advisors is a SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT. RZH provides comprehensive wealth management services to affluent individuals and multi-generational families. We empower you to be comfortable with your wealth, enjoy your wealth and be confident that your family is protected from the financial uncertainties of life. Our approach to financial planning and deep client interaction has allowed us to be very selective focusing on HNW individuals and families in transition, women on their own for the first time financially, retiring executives and management of trust assets. Specializing in complex financial situations, where diverse assets and family dynamics can be challenging, our firm has built a reputation for objectivity and care by crafting meaningful and effective planning solutions. Areas of expertise include; inter-generational comprehensive financial planning, cash flow planning and tax strategy, investment planning and management, risk management and planning, trust management, wealth preservation and transition. We appreciate your interest in RZH Advisors, LLC. Together, we can work to develop and execute a comprehensive financial strategy aligned with your financial goals. Please contact us at info@rzhadvisors.com or call 203.355.0880 to arrange a consultation.