Your Plan Is Our Priority
We came together with a shared purpose: to build a firm that offers world-class service, personalized strategies, and a truly boutique experience for successful individuals, families, and business owners. Our mission is to help you achieve your dreams through thoughtful, comprehensive financial planning that adapts as your needs evolve.
You are the achievers—rooted in success but always striving for more. Whether you're growing a business, raising a family, or building a legacy, we understand that what got you here may not be enough to take you where you want to go next. That’s where we come in. With the exclusive resources of Northwestern Mutual’s Private Client Group and a team of seasoned professionals, we provide tailored solutions in investment management, insurance, and strategic planning that empower you to thrive. Our goal is simple: to help you protect what you’ve built, grow your wealth, and reach new heights.
River Tree represents resilience, growth, and adaptability—qualities we weave into every financial strategy. Like the river trees along the Olentangy River, your plan needs deep roots to withstand uncertainty and branches that stretch toward the future. You provide the dreams. We provide the strategy.
We look forward to forging a lasting relationship with you and are privileged to guide you on your financial journey.
Welcome to River Tree Wealth Management, unwavering financial guidance for all of life’s seasons.
Shawn Phelps, MBA, Founder and Private Wealth Advisor
Brandee Wyzlic, BS, RICP®, Co-Founder and Private Wealth Advisor
Justin Fickes, ChFC®, M.Ed., Partner and Private Wealth Advisor
Our firm’s name reflects the strength and resilience of your financial plan as it weathers life’s shifting currents. Like a river tree, your plan must be deeply rooted for stability yet flexible enough to grow and adapt to ever-changing conditions. This balance of protection, adaptability, and long-term growth defines our approach.
Exclusive Access. Exceptional Resources.
When your financial future requires a higher level of strategy, insight, and expertise, working with a firm that’s an exclusive member of Northwestern Mutual’s Private Client Group offers distinct advantages. With access to elite resources, specialized planning solutions, and our team of top-tier Private Wealth Advisors, you’ll benefit from a more sophisticated, proactive approach designed to help you protect, grow, and transfer your wealth with confidence.