Community Involvement

From providing guidance at Ashland University for young aspiring professionals to volunteering through Meals-on-Wheels, you will always find members of the River Tree Wealth Management team dedicated to helping people in the central Ohio community. Below is a list of a few of the ways we offer our support.


Ashland University

Since its inception in 1878, Ashland University in Ashland, Ohio carries a rich tradition as a top-tier, private, comprehensive institution that greatly emphasizes the importance of each individual. Shawn serves on the Busines Advisory Council to the College of Business and Economics, providing advice and support to the dean in order to help the college achieve its forward-moving goals and ensure the success of each student. They build and sustain a strong foundation for the collaboration and communication between the business community and the college. In 2019, Shawn was inducted to Ashland's Entrepreneur Hall of Fame!

Worthington Estate Planning Council

In early 1988, a group of local estate planning attorneys, trust officers, financial planners and accountants formed an estate planning council for the community of Worthington, Ohio. The organization meets to stay current on relevant issues in order to better serve their individual clients. Shawn is a current member of the Worthington Estate Planning Council.

Worthington Estate Planning Council

Alex's Lemonade Stand Foundation

Alex's Lemonade Lemonade Stand Foundation (ALSF) changes the lives of children with cancer by funding research, raising awareness and supporting families to help cure childhood cancer. In 2012, Northwestern Mutual launched its signature national philanthropic program to support ALSF in their mission. The Phelps team participates in an annual Golf Outing and previously in annual 5k races to raise money and awareness supporting the cause.

LifeCare Alliance 

Founded in 1898 as cental Ohio's first in-home health care agency, LifeCare Alliance is an organization that soon emerged as a national leader for promoting health and independence to nourish the human spirit. They assist older adults or medically challenged residents with programs like Meals-on-Wheels, which delivers thousands of meals each day; many members of the Phelps team have volunteered in this program.

A Day of Giving

The Columbus Northwestern Mutual team suspends work the Tuesday after Thanksgiving and encourages team members to spend the day volunteering for a local organization. Team Phelps looks forward to this day and have donated their time to various groups including Habitat for Humanity, VOICEcorps, Newark Nazarene Church and LifeCare Alliance.

Licking Valley Athletic Boosters

The Licking Valley Athletic Boosters is a nonprofit organization that supports all middle and high school student athlete sporting events in the Licking Valley school system. Shawn serves as a board member for the Licking Valley Athletic Boosters.

Licking Valley Athletic Boosters

Newark Church of the Nazarene

Newark Church of the Nazarene connects local community members through faith, hope and love. Their food pantry serves people on a weekly basis, and they host special outreach events designed to care for others. Shawn is a current member of the Newark Nazarene Planning & Giving Committee. 

Newark Nazarene Planned Giving

Upper Arlington Rowing

Shawn W Phelps, MBA
Wealth Management Advisor

River Tree Wealth Management


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