Come see us in Florida this February!

On Wednesday February 19th and Thursday February 20th we’re coming to visit the west coast of Florida to celebrate our new office in Naples! I’m bringing the gang down with me and this is your chance to come say hello.

Sends a message to [email protected] subject line: NAPLES

We’re going to spend three days meeting with our clients in the area, many of whom are working with our area CFP, Adam Day. Adam joined us a little over a year ago and we’re excited to introduce him to any and all of our fans who could use some help with their financial plans and investment portfolios.

Adam is our first financial advisor in the state and has hit the ground running. According to internal data, Florida is a fast-growing market for us as a firm. We’re currently managing $346 million for 76 families, 26 of whom are also using RWM Tax, our wholly owned accounting subsidiary. I expect this client headcount to grow significantly with the opening of our first office in the state. And we’re ready for it.

Adam is currently working with high net worth and ultra high net worth families on everything from asset allocation, trusts, estates, gifting, insurance and retirement portfolios. He is the absolute embodiment of what we call The Ritholtz Way - dedicated, detail-oriented, empathetic and wholly steeped in the culture of client service you’ve heard so much about. I tell his clients they have no idea how lucky they are to have someone like him in their lives. Adam is fired up for this event and so am I.

We are now scheduling meetings for prospective clients who want to come by and learn more. We want to hear your stories and tell you about what we do for people like you every day. Everywhere we go, from Chicago to Charlotte, LA to Louisiana, these initial meetings are incredible when we can do them in-person. Whether you live in Naples, Sarasota, Destin, Fort Myers, Bonita Springs or elsewhere in the area - we want to meet you.

Send an email to [email protected] with the subject line NAPLES and we will reach back out in the order your email is received. You can also call us on 212.625.1200.

See you there!

If you’re not in Florida, don’t worry. Last week 38 households from all across America emailed us for help. Some of them are multi-million dollar situations where there are all sorts of complexities and moving parts. Others have begun the portfolio building process more recently and they’re looking to get started the right way.

No matter who you are or what questions you may have, we’re standing by to help. We’ve got different service tiers for all types of investors, each tier is purpose-built to guide you to the right answers. So inquire here and tell us what’s going on. We’ll take it from there:

Thanks guys, back later this week with more to say (as always) - Josh