Stolzer Rothschild Levy LLC

About

Stolzer Rothschild Levy — Fee-Only Fiduciary Investment Adviser — Basking Ridge, NJ SEC Registered Fee-Based Fiduciary Financial Planning for Complex Wealth. Personal Advisory. We advise business owners, executives, multi-generational families, and retirement plan sponsors on financial planning—integrating investment management, retirement income, tax strategy, and estate coordination. $165M+ under advisement 25+ years experience AIF CEBS credentialed Schedule a consultation Meet the team SEC Registered Investment Adviser Fee-Based · No Commissions Fiduciary Standard Personal. Not Automated. Who we serve We work best with clients who value a lasting relationship over a transaction. Talk to us → Families individuals Individuals and multi-generational families seeking a trusted adviser to manage investments, coordinate estate planning, and navigate major financial decisions with confidence. Business owners executives Entrepreneurs, corporate executives, and professionals navigating concentrated equity, deferred compensation, business transitions, and the complexity of building personal wealth alongside a growing enterprise. Retirement plan sponsors Businesses and HR departments that sponsor 401(k), defined benefit, cash balance, and deferred compensation plans — seeking an independent fiduciary to oversee investments and meet their ERISA obligations. Nonprofits organizations Nonprofit organizations, religious institutions, and mission-driven entities that require disciplined in

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