Over the past 20 years, Brian has passionately assisted individuals, families and non-profits with their complex financial goals. He empowers his clients by aligning their financial resources with their values, with the goal of enhanced financial confidence and improved outcomes in both their personal and financial lives.

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Tax-Efficient Investment Strategies for the 2025 Landscape

Tax-Efficient Investment Strategies for the 2025 Landscape In today’s complex financial environment, investing wisely isn’t just about selecting the right assets—it’s also about understanding how taxation affects your returns. As we navigate 2025, several key tax-efficient considerations and strategies can help investors maximize their after-tax returns while staying compliant with current regulations. How Tax Efficiency…

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Trust Management Simplified: Guidance for Trustees to Support Beneficiaries and Honor Intent

Managing a trust is about more than financial oversight—it’s about honoring the grantor’s intent, supporting beneficiaries, and ensuring that the trust document is being followed.  For trustees, this responsibility often comes alongside busy careers, family obligations, and other personal commitments. At Riverwater Partners, we understand the challenges trustees face and the importance of providing thoughtful…