Ritholtz Wealth Management is a financial advisory firm based in New York City, founded in 2013 by Barry Ritholtz and Josh Brown. The firm focuses on prioritizing client interests and emphasizes transparency, education, and a goals-based approach to wealth management. Ritholtz Wealth Management aims to simplify financial processes and provide clear, accessible advice. The firm offers a wide range of services, including financial planning and asset management, tax planning and preparation, insurance services, estate plan consulting, and corporate retirement plans. Their products include Ritholtz Grand, which integrates various financial services into a cohesive strategy, The Preserve for risk management and growth, and Good Advice, which provides personalized financial guidance. Ritholtz Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The leadership team, including Barry Ritholtz and Josh Brown, is dedicated to aligning financial decisions with client goals and fostering a culture of education and empowerment.