Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

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

Wealth Management

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…

Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies

Celebrating Our B Corp Recertification: Riverwater’s Responsible Investing Journey Continues

Responsible Investing, Riverwater Updates, Small Cap Strategies, Wealth Management

At Riverwater Partners, we’re proud to announce our recent recertification as a Certified B Corp! This achievement marks another chapter in our mission to make the world a better place by growing wealth through sustainable investing. A Shared Vision for a Better World Riverwater became Milwaukee’s first registered B Corporation in 2018, and since then,…

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Q3 2024 Wealth Management Update

Wealth Management

Steady Through Uncertainty Market Review  Despite a looming election and divided government, market performance has been above average during the first nine months of 2024, with occasional volatility spikes around macroeconomic releases and Federal Reserve uncertainty. The mega-cap ‘Magnificent 7’ (NVIDIA, Apple, Microsoft, Meta, Amazon, Tesla, and Alphabet) primarily led the S&P 500, though their…

Brian Gigl, CFP® Joins Riverwater Partners as Director of Wealth Management

Wealth Management

For Immediate Release. Riverwater Partners Welcomes New Director of Wealth Management (May 1, 2024). Riverwater Partners, a Milwaukee wealth management firm known for its client-centered approach and sustainable investment strategies, is excited to announce the appointment of Brian Gigl as its new Co-Director of Wealth Management and Investment Advisory Services. With a career spanning over…