The Path Well Traveled

Our mission at RZH is to help make wealth a source of freedom rather than a burden. Most of our clients come to us when they are at a crossroads, a key financial juncture, where they cannot afford to make a mistake. We, like our clients, view core assets as non-renewable resources that must be protected. We help clients make clear decisions during complex times, providing smart, sensible and thoughtful counsel so they and their families can maintain their lifestyle and their legacy.

A Commitment to Our Community

As an integral part of our wealth management philosophy, we pay close attention to our clients' personal needs, interests and life objectives. One of those drivers is their participation in charities and nonprofit organizations. To support our clients' passions and commitments, we have created the Relyea Zuckerberg Hanson Charitable Gift Fund. Through this fund, we donate to our clients' preferred charities on their behalf as both a token of our appreciation for their trust as well as a way to support the causes that mean so much to them.

“It feels good to help clients align their personal lives with their charitable interests. We help clients support the causes that are important to them.” – James F. Relyea

The RZH Difference

Accountability
Clarity, Trust & Transparency
Objectivity & Perspective
Analytical Expertise
Compassion & Commitment
Experience & Insight
Exacting Implementation

Checks & Balances
Proven Processes
Close Monitoring
Proactive Communication
Teamwork
Success in Transitions & Wealth Preservation