For achievers rooted to the ground but reaching for the sky.
Resilience. The ability to dig deep, adapt, and flourish. Many clients tell us that’s why they’re successful. They’re bold, think big, aim high, and set their sights on achieving great things. Whether raising a family, thriving in your career, growing a business, or planting a legacy for the next generation, you already know what it takes to be successful. But are you confident in what’s next? What’s gotten you where you are today may not be enough to get you where you want to be tomorrow. That’s where we come in.
You provide the dreams. We provide the strategy.
At River Tree Wealth Management, our roots run deep. Backed by the strength of Northwestern Mutual’s Private Client Group, we have the sophisticated resources of a Fortune 100 company with the personal touch of a boutique firm. We have the vantage point to prepare for what’s around the bend, the insight to recognize changing currents, and the agility to adjust midstream. Plus, the multigenerational team provides continuity for your multigenerational dreams. We mirror your resilience. We are River Tree Wealth Management, your unwavering financial partner. For all of life’s seasons.
Welcome to River Tree Wealth Management.
Together, we can achieve great things.
From left to right:
Shawn Phelps, MBA, Founder & Private Wealth Advisor
Brandee Wyzlic, BS, RICP®, Co-Founder & Private Wealth Advisor
Justin Fickes, M.Ed., ChFC®, CLU®, Partner & Private Wealth Advisor
National Recognition: One of the Best in the Country
River Tree Wealth Management has been recognized by Forbes as one of the 2025 Best-in-State Wealth Management Teams. Forbes has recognized Shawn Phelps as one of the top financial security professionals in the country. These achievements are a testament to the trust of our incredible clients, the dedication of our hardworking team, and our strong partnership with Northwestern Mutual. Thank you to everyone who has supported us along the way—these honors wouldn’t be possible without you.
Forbes Best-In-State Wealth Management Teams (January 2024,2025), Research & ranking provided by SHOOK® Research, LLC – Data as of March 31st of the preceding year. Forbes Top Financial Security Professionals list (July 2021,2022,2023), based upon data as of December 31st of the preceding year. Forbes Best-In-State Top Financial Security Professionals list (July 2024), based upon data as of 12/31/2023. Research and rankings provided by SHOOK® Research, LLC. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Columbus Business First – Business Journals award for the Top 25 Financial Planners for Central Ohio Firms by the Most Regulatory Assets Under Management in 2023 is based on voluntary self-reported surveys from the firms that were reviewed by Columbus Business First –Business Journals. Winners are determined by the ranking of Regulatory Assets Under Management as of 2023. No compensation is provided to be eligible, but firms do purchase licensing rights for the web badge marketed on the organization’s website for one year. Newark Advocate Media - 2022 Best of the Best Licking County results are determined by reader votes in the award year. No fee was paid for the award. A licensing fee is paid for logo use.
National Reach: We’ll Meet You Where You Are
At River Tree Wealth Management, we’re proud to serve clients from coast to coast, providing personalized financial guidance that meets you wherever you are. From vibrant cities to quiet rural communities, our expertise and service know no borders. No matter where you call home, we offer the insight, strategy, and unwavering support to help you navigate your financial journey with confidence—through every season of life.
River Tree Wealth Management Office Locations
Regardless of where you call home, we’re able to provide seamless financial guidance anywhere in the country from our three centrally-based office locations.
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