What To Expect

River Tree Wealth Management was created to provide world-class service and financial solutions to affluent individuals, families, and businesses. The partners’ vision was to build a trusted, multi-generational practice that helps clients achieve their financial goals through investments, insurance, and ideas. The team’s professionals deliver the exclusive resources of Northwestern Mutual within the context of a boutique firm.

River Tree Wealth Management Building

River Tree logo

What does River Tree mean?

We chose our name for a couple of reasons.

First, it symbolizes the strength of your financial plan as it endures the occasionally surging waters of uncertainty. A river tree must grow deep roots and tall branches to adapt to ever-changing conditions, which mirrors the qualities in your plan of protection, flexibility, and growth. Lastly, we believe, at times, you will want your financial resources to flow more like a river and less like a reservoir or vice versa.

We also love to enjoy the scenic view of these beautiful river trees at our office on the banks of the Olentangy River.

Core Values