RZH Advisors’ Hanson On Holistic Planning

Dana Hanson, Chief Planning Strategist, RZH Advisors met with Julie Cooling, Founder & CEO, RIA Channel to discuss her firm’s approach to holistic wealth management. RZH Advisors is a comprehensive financial planning firm based in Stamford, Connecticut. With close to $1 billion in assets under management, RZH seeks to provide financial guidance to clients entering transition periods in their lives. The real value of an advisor, explains Hanson, is being able to empathize with, understand and “weave the needs of clients into an effective financial plan.” Advisors at RZH work in teams to ensure clients are supported on both the investment side as well as the life planning aspect of wealth management. To learn more on this firm, head here.