Socially Responsible 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.
SERVICES FOR FAMILIES AND THE INDIVIDUAL INVESTOR
- Family wealth transfers
- Coordinating with attorneys and accountants to develop and execute estate plans.
- 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
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.
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.
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.