Your Plan, Our Priority.

We help our clients choose how to live their best lives.

Team

Our team delivers a holistic understanding of your unique financial situation and creates a comprehensive plan to help you reach your goals, building trust through integrity.  Providing clear communication, professional service and financial education, we take time to develop relationships and meet your needs while securing confidence in your future.

We’ve become trusted advisors around the country to affluent families, decision makers, business owners, and retirees by providing a personalized approach to strategic financial planning.


OUR PROCESS

1. Discovery

Our team will work to understand your current circumstances and support your personal, business and financial goals. Whether you're looking to protect, grow or transfer wealth for the future, we do more than determine a planning solution; we will build a strategy that is right for you.

2. Decision-making

Financial planning doesn't happen by chance; it is the product of sound decision-making and requires a commitment — yours and ours. As issues arise, we act as a wise sounding board for ideas that you are considering and educate you with options to balance your short-term needs with your long-term objectives.

3. Results

We keep you on track. At times, it’s necessary to be more like a river and less like a reservoir with your resources and vice versa. We develop your financial plan to ebb and flow with your life’s natural cycles. Let us help you ensure that your financial future exceeds your expectations.

Meet Our Team!


What is Estate Planning?

Our estate planning 101 breaks down the basics in 5 steps, so you can ensure your wishes for yourself, your loved ones and your most prized belongings are carried out on your terms in the event of your illness or death.

Plan for the Success of Your Business

No matter where your business is in its life cycle, we recognize that the goals you have for your business and family are likely intertwined. Our team specializes in business planning and will work closely with your other advisors to manage the full scope of your needs and goals.

Shawn W Phelps, MBA
Wealth Management Advisor


River Tree Wealth Management

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How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck