Investment and Pension Advisers

At Stolzer Rothschild Levy we believe that planning for your financial future is a lifelong journey. Our goal is to provide you with the objective and comprehensive advice and guidance you require to effectively navigate your individual path to financial well-being. We believe in real people helping people and it's our first choice to talk to our clients personally, you're not pushed to an auto solution if you don't want one. For your convenience we also offer the right technology to help us meet your expectations. We include software and services such as financial planning, risk tolerance management, and health and elder care assessment. We also offer Workplace Retirement Services, and serve a number or businesses by providing consulting and plan management for retirement plans such as 401(k), Cash Balance, Defined Benefit and other employee benefits. 

Our Mission:

Stolzer Rothschild Levy Advisers offers innovative financial assistance to successful individuals, families, and businesses and non-profits who count on us to provide responsive, personal service and strategic asset management. We are fee-based investment advisers who are transparent and caring stewards. We serve as fiduciaries to our personal wealth management clients and for our workplace retirement clients. Ultimately, our goal is to establish long-lasting relationships built on integrity and mutual trust as we help guide our clients and our community along the path toward well-being.