INVESTING BESIDE YOU

We invest our assets alongside our clients.

CERTIFIED B CORPORATION™

We are proud to be a Certified B Corporation.

PRINCIPLED

Our mission is to make the world a better place by growing wealth through sustainable investing.

EXCELLENCE

We are dedicated to delivering exceptional personalized service in pursuit of superior results.

Services

Wealth Management

Delivering a personal and tailored client experience designed to grow and protect your wealth.

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Equity Strategies

Offering sustainable Small Cap separate account strategies.

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Nonprofits

Serving as a fiduciary to non-profits, foundations and corporations, we assist in navigating the investment landscape.

A WORD FROM OUR FOUNDER

ESG investing has come a long way since we started the firm in Milwaukee in 2016. I’m proud of our team’s accomplishments and look forward to continuing to fulfill our mission of making the world a better place by growing wealth through sustainable investing.

Adam Peck, CFA

Investor / Entrepreneur / Community Servant / Riverwater Founder
Adam Peck
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