“I never forget that by trusting us with their wealth, people are trusting us with their future and with their peace of mind.”

Spencer Cooper is a principal of the firm and serves as RZH’s Chief Wealth Strategist. He specializes in multi-generation wealth transfer and strategy, with deep knowledge in cash flow modeling, comprehensive financial planning, estate planning and portfolio management. Spencer works closely with clients to help them navigate complex financial decisions with clarity and confidence.

Importantly, Spencer also mentors many of our clients’ children – and often grandchildren – helping them develop financial literacy and a stronger understanding of their finances so they can make thoughtful, informed decisions.

He is an active member of the Estate Planning Council of Lower Fairfield County and serves on the Board of Young Professional Advisors for Fairfield County’s Community Foundation.

Spencer has a BA in Business & Accounting from Franklin & Marshall College, plus a master’s degree in Tax from Bentley University.

Spencer enjoys spending time with his wife and three young sons. He especially enjoys playing baseball, soccer and tennis with his children and traveling together as a family.