River Tree Wealth Management is an Ohio-based, leading financial planning firm providing ideas, investments, and insurance personally tailored to affluent families, business owners, and decision makers nationwide.
Clients trust our advisors to understand their unique wants and needs, develop multiple strategies based on their priorities, and deliver comprehensive planning to help achieve their financial goals. Our financial planning includes a range of services such as estate and legacy planning, tax considerations, gifting strategies, asset allocation, cash flow management, business planning, and more.
Our committed team delivers the extensive resources of the Northwestern Mutual Wealth Management Company within the context of a boutique firm. We will guide your planning with grounded experience, competitive expertise, and credentialed designations earned at the most respected academic institutions in the financial industry.
AWARDS AND RECOGNITION
WE HAVE ONE OF THE BEST TEAMS AROUND
Forbes recognized Shawn Phelps as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you. Learn more here.
FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2023, JULY 2022), BASED UPON DATA AS OF DECEMBER 31ST OF THE PRECEDING YEAR. FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (OCTOBER 2021), BASED UPON 2020 DATA. RESEARCH AND RANKINGS PROVIDED BY SHOOK RESEARCH. 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.