SRL Wealth Welcomes Assetive Founder in Strategic Advisory Role

Alain Van Loo, Managing Partner of Assetive of New Jersey, New York, and London, has joined SRL Wealth in a strategic advisory capacity. In his new role, Van Loo will be part of SRL's broader initiative to expand its advisory platform and deepen its capabilities working with business founders, executives, and company owners.

"Alain brings deep practical knowledge of boardroom strategy, hands-on operational experience, and capital markets perspective to our firm. That expertise translates directly into better outcomes for our clients — helping them structure stronger operations, develop financial efficiency, and increase the overall value of their business. As we continue to grow our advisory platform, we believe this collaboration will open meaningful new possibilities for the business owners and executives we serve," said Howard Stolzer, President of SRL Wealth.

Van Loo, a resident of Basking Ridge, brings more than 25 years of experience spanning global finance, business strategy, enterprise valuation, operational leadership, and growth advisory. Through Assetive, he has worked with founder-led businesses, growth-stage companies, and complex transition situations, formulating strategies to manage capital markets, operational execution, and enterprise modernization initiatives.

In his advisory role with SRL, Van Loo will work with SRL clients in a strategic business consulting role — helping business owners assess, grow, and maximize the value of what is often their most significant asset: the business itself. In turn, Assetive clients seeking fiduciary investment management, retirement planning, and wealth advisory services will have access to SRL's advisory team.

About SRL Wealth

SRL Wealth (formerly Stolzer Rothschild Levy LLC) is an SEC-registered, independent fiduciary investment adviser serving the Basking Ridge, New Jersey area. Backed by more than 25 years of wealth management experience and managing over $165 million in assets under advisement, the firm provides tailored financial planning and workplace retirement solutions. Founded by Howard Stolzer, AIF®, CEBS, SRL Wealth delivers conflict-free, fee-based counsel to business owners, executives, families, retirement plan sponsors, and nonprofits. For more information, visit srlwealth.com.

About Assetive

Assetive, a strategic business advisory firm with offices in New Jersey, New York, and London, serves entrepreneurs, founders, and small-to-mid-sized businesses at critical inflection points — from early-stage growth to ownership transitions and capital events. Founded and led by Alain Van Loo, the firm brings together a senior partner team with deep expertise across global capital markets, operations, and business strategy, whose backgrounds span such institutions as UBS, Accenture, and Deutsche Bank.

Assetive's approach is built around two integrated disciplines: helping business owners develop a clear strategic roadmap by drawing on a broad international network of business and finance relationships built across decades of experience in global markets, and providing hands-on operational leadership through its COO-as-a-Service offering. Where most advisory relationships are transactional, Assetive functions as a long-term partner — immersed in the work, accountable for outcomes, and focused on unlocking the full value embedded in a business. For additional information, visit www.assetive.io.

Media Contact

Howard Stolzer
President, SRL Wealth
hstolzer@srlam.com