This year marks a meaningful milestone for all of us at RZH Advisors — 25 years of trust, partnership, and shared success.
As we reflect on this journey, we’re reminded that our success has always been about people — our clients, colleagues, families, and community who have made the last 25 years so meaningful. Your trust and confidence have shaped who we are. While much has evolved over the years, our mission remains the same: to deliver thoughtful, personalized financial guidance and to keep your goals at the center of everything we do.
On behalf of the entire RZH Advisors team, thank you for allowing us to be part of your story. We look forward to continuing this journey with you in the years ahead.
JOIN US IN CELEBRATING 25 YEARS, WATCH OUR STORY:
RZH 25TH ANNIVERSARY CELEBRATION— SEPTEMBER 2025
In September 2025, RZH Advisors closed the office for two days to celebrate our 25th anniversary with a company-wide retreat at The Sagamore in Lake George, NY.
Our team members and their significant other were invited to join in the milestone event. We kicked off the celebration with a lively trivia night, designed to break the ice and setting the stage for a full day of activities showcasing our team spirit. The second day featured an immersive instructor-led scavenger hunt across the grounds, a celebratory luncheon, and a mix of organized activities including pickleball, golf, tennis, and the spa. The celebration concluded with a festive Hawaiian luau themed dinner, bringing everyone together to honor RZH’s history, and our incredible team members who made this milestone possible.
Finally, RZH provided team members the option to stay an extra night, extending their retreat and allowing unscheduled free time to enjoy the beautiful early fall season in Lake George.













