RZ Wealth

One of Americas “Top 1000 Financial Advisors”

Barron’s (Feb 2013)
“One of Philadelphia's Top Financial Advisors”

Philadelphia Business Journal 2010-2011
Recognized by leading organizations and publications as one of Americas premier financial advisors, Irv Rosenzweig is a man of commitment, pride and passion for investment management and financial services.

After attending the University of Minnesota and specializing in small business management, Mr. Rosenzweig began his financial career in 1986. In 1991, Irv was recruited for the investment division at PNC Bank, where he ranked in the top 1% of PNC investment advisors for nearly 11 years. Shortly after the market crash in 2000 followed by the terrorist attacks in 2001, Irv moved on to UBS PaineWebber seeking a broader array of services and tools to better assist his clients. Irv served as a Senior Vice President of Investments at UBS Financial Services. In a field of over 8,000 sales professionals, Irv ranked in the top percentile, earning him a place on The Chairmans Council of the firm. Irv launched Rosenzweig & Associates in 2003. “I saw a need for a genuine client/advisor partnership without the pressure of upper management on products and quotas. I wanted to build a company based on the pursuit of excellence. Our goal was to offer the skills and drive of our highly dedicated team to serve the best interests of our clients.”

Mr. Rosenzweig is one of a select cadre of financial advisors who have earned a wide variety of professional accreditations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS). Irv is also an Accredited Estate Planner (AEP), a graduate level accreditation awarded by The National Association of Estate Planners & Councils, which recognizes established professionals who meet stringent experience and education qualifications. Mr. Rosenzweig currently serves on a number of committees and advisory panels, including the Options Industry Advisory Council, Fidelity Investments Retirement Plans Advisory Panel, and Barron's Magazine Financial Professional Opinions Council.

Under Irv's leadership, RZ Wealth now manages and services over $350 million in assets for a diverse & multi-generational client base. RZ Wealths meticulous, holistic approach has attracted a talented team of asset management specialists offering decades of combined experience in investment management, financial planning and client relations. Key areas of focus include risk management, asset allocation, tax efficient strategies, retirement planning, education funding, and estate and wealth transfer planning.