Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Q2 2025 Wealth Management Update: Staying Grounded

US Consumers and Valuation Gaps: Can the US Consumer Keep Carrying the Market? (July 15, 2025). The second quarter reminded us why staying grounded matters in investing. While markets celebrated new highs—with the S&P 500 breaking through 6,200—the foundations supporting this rally deserve closer examination. The quarter’s volatility, from April’s sharp selloff on tariff fears…

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Responsible Investment Spotlight: Calvert Asset Management

Our commitment to responsible investing isn’t separate from our return objectives—it’s integral to identifying investments that build long-term value and resilience. The example below illustrates how sustainable practices create both meaningful social impact and stronger business fundamentals. Riverwater BLUE Impact Spotlight: Advancing Human Rights in Global Supply Chains Calvert Asset Management Calvert Asset Management, a…

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

From Burden to Confidence

How Trustees Can Fulfill Their Duty of Care While Protecting Themselves Being named a trustee is an honor—but it also places you in a complex role, especially if you are not experienced in this area. As a trustee, you are responsible for stewarding someone’s financial legacy while balancing family dynamics, legal obligations, and investment decisions.…

Meaningful Wealth: A Conversation with Brian Gigl, Director of Wealth Management at Riverwater Partners

At Riverwater Partners, we believe that smart investments can drive meaningful change—not just in the world, but in the lives of our clients. To bring that philosophy to life, we sat down with Brian Gigl, Director of Wealth Management, to hear about his journey, his approach to financial advising, and his perspective on guiding families…

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…

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

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

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,…