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.

Equity Strategies

Offering sustainable Small Cap separate account strategies.

Institutional Advisory

Serving as a fiduciary to non-profits, foundations, corporations and plan sponsors, 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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Awards and Accolades

Ranked in top 5% of all B Corporations in 2019.
Ranked in top 5% of all B Corporations in 2019.
Named Best for the World (top 5%) in the categories of Customers and Community for 2021.
Named Best for the World (top 5%) in the categories of Customers and Community for 2021.
Ranked Top 20 firm by Brand Awareness in Q2 2022 among consultants and and asset owners in Emerging Firms
Ranked Top 20 firm by Brand Awareness in Q2 2022 among consultants and and asset owners in Emerging Firms
Named one of top 50 fastest growing firms in Wisconsin 2022.
Named one of top 50 fastest growing firms in Wisconsin 2022.
Named Best for the World (top 5%) B Corps in Category of Customers 2022
Named Best for the World (top 5%) B Corps in Category of Customers 2022