Guiding you Along the Journey of
Financial Freedom

Simplify your financial life, gain the freedom to focus on your passions,
and be confident about your future.

Let’s Focus on the Things that Matter Most

Time is our most valuable resource. Spend it doing what you love doing most.

Balancing a career alongside other responsibilities and stressors of life is tough. We’re here to help alleviate some of that stress and give you back more of your free time with a personalized wealth management plan created by a team of seasoned financial experts.

We Have The Experience To Help

Fee-Only

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As a Fee-Only advisory firm, we serve as a fiduciary to our clients. This means you can rest in the confidence that your best interest comes first – not ours or some other third party. Our compensation comes directly from our clients rather than commissions or kickbacks.

25+ years of
experience

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Each of our Principal Advisors are CFP® professionals with more than 25 years of experience in the field of financial planning.

Enrolled Agents
With the IRS

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Taxes play a critical role in all aspects of our financial lives. Our Principal Advisors, as Enrolled Agents with the IRS, have a deep understanding of tax laws and regulations which provide you with objective tax advice that makes the most sense for you.

Low client: advisor ratios

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At Riverchase we see our clients as people, not numbers. As such we strive to maintain low client-advisor ratios, giving us the ability to cultivate personalized, lifelong relationships.

Services

Wealth management encompasses more than just your investments.

Almost every decision you make can have an impact on your overall financial picture. We are here to help you navigate those decisions, weigh your options, and uncover opportunities, to determine what is best for you and your unique situation.

While our wealth management services include on-going financial planning, investment management, and tax planning, we also collaborate with your other professional advisors such as estate planning attorneys, insurance agents, CPA’s, and more. This comprehensive and consistent communication helps us make sure we’re in alignment when it comes to achieving your life goals.

View our comprehensive services

Who We Serve

While we serve clients across the country at various life stages and income levels, we are uniquely qualified to serve the following:

Executives/Professionals

You have worked tirelessly building your career, so it makes sense if you feel like you don’t have the time to manage your wealth too. While you may be very knowledgeable when it comes to investments and wealth planning, few executives and business professionals have the time or energy to effectively manage their own wealth.  We understand the complexities that can make a seasoned professional wary.  We’ll help create a roadmap that puts your mind at ease by assessing areas such as:

  • Executive compensation package 
  • Stock options
  • Complex tax issues
  • Coordination of benefits

 

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Retirees

Retirement should be centered around your passions, not your portfolio. Relying on your portfolio instead of consistent income can be stressful, especially as you navigate the complexities that come with retirement. We believe you should be able to enjoy the nest egg you’ve worked hard to build, without the stress.   We’ll help you solidify a wealth management plan that includes: 

 

  • Tax implications
  • Estate planning
  • Social security
  • Investments 
  • Timing 

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Sudden Life Transitions

Sometimes life can be unexpected. Financial changes due to divorce, death of a loved one, or sudden inheritance can be hard to navigate. Our team understands that in these difficult situations, financial considerations are often the last thing anyone wants to deal with (or worry about). We can help lessen the burden and simplify the financial intricacies of sudden life shifts and build a plan that addresses your new needs, including:

  • Tax Planning
  • Investment strategies
  • Estate Planning

Learn how we can help

Business Owners

Trying to map out the future for yourself and your family while being immersed in running the business you’ve built can be overwhelming. Our services are designed to take some of that burden off your shoulders. Together, we will create a plan you can feel confident about, which will include:

 

  • Insurance needs such as health, life, disability
  • Retirement funding options
  • Tax planning
  • Succession planning strategies 

Learn how we can help

Get involved and learn more

Important Numbers for 2023

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Why Riverchase                      Wealth Management

Much more than your financial advisor.

Whether you want to travel, spend more time with family, or prepare for a stress-free retirement, we will help ensure you have the tools you need to make sound financial decisions to pursue your goals and desires. 

Building your ideal future is not a one-time event. It’s an ongoing process, a journey, if you will – much like life – and we’re here to walk with you every step of the way. We offer a community that extends beyond finances. We value the relationships that we form with our clients and look forward to seeing their goals come to fruition. 

Learn More About Us

Five Star Wealth Manager 2022
Certified Financial Planner
Financial Planning Association

Educational Resources

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Begin your Journey with Riverchase Wealth Management

Regain the time to do what you love most with personalized financial guidance.

We’re here to help you zero-in on the opportunities that make the most sense for your unique situation while aligning all the many facets of your financial life. 

The end result? A comprehensive, personalized plan that supports you throughout the rest of your journey.

Schedule a Consultation