Delivering a personal and tailored client experience designed to grow and protect your wealth.
Services
Equity Strategies
Offering sustainable Small Cap separate account strategies.
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
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