WEALTH MANAGEMENT

Socially Responsible ESG Wealth Management Solutions for Individuals and Families

 

YOUR FINANCES. YOUR GOALS. YOUR PLAN.

At Riverwater, our financial advisors focuses on your unique personal and financial goals.  We are committed to helping you develop customized investment strategies based on your needs and stage of life.

Whether you are saving for college or planning for retirement, our wealth management and financial planning professionals will help you develop the right plan.

Our investment and client services team of independent fiduciary advisors has over 85 years of combined experience and are dedicated to excellence in service to clients and society as a whole.

FOR FAMILIES

  • Family wealth transfers
  • Coordinating with attorneys and accountants to develop and execute estate plans.

FOR THE INDIVIDUAL INVESTOR

  • Thorough evaluation of current financial position, risk tolerance, and time horizon
  • Design tailored portfolio asset allocation strategy
  • Ongoing management and monitoring of investments
  • Cash flow management
  • Personalized investment strategies
  • Private wealth management
  • Financial planning

Questions? Speak with our Advisor

Questions? Speak with our Advisor

Matt Drvaric, CFP at Riverwater Partners

MATT DRVARIC, CFP®

Customized Investment Strategies

CUSTOMIZED INVESTMENT STRATEGIES

We work with you to help develop a plan you are comfortable with and one that supports your financial goals, whether you are buying your first home, saving for college, or retirement planning.

Tools for financial planning and private wealth management

WORLD-CLASS FINANCIAL PLANNING TOOLS

Using industry-leading financial planning tools, our personalized plans allow for interactive income analysis, what-if scenarios, and comprehensive tax calculations.

Socially Responsible Investing

SOCIALLY RESPONSIBLE WEALTH MANAGEMENT PROFESSIONALS

Our experienced team of financial advisors is guided by Riverwater Partners’ vision to be a leading investor in the ESG space by aligning sustainable values with investments that generate superior returns.