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. Sound familiar? Thought so. Pretty sure we had you at “achievers.”
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 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.
Affluent Families
You’ve built your wealth, but as it grows, so does the complexity of managing it. We’ll help you navigate the big questions that come with significant wealth:
- How can we transfer wealth to our children and grandchildren in the most tax-efficient way?
- Is our investment strategy aligned with our risk tolerance and long-term growth goals?
- Does our estate plan fully reflect our intentions and protect our legacy?
- How can we make a lasting impact on the organizations and causes we care about?
At River Tree Wealth Management, we provide unwavering financial guidance for all of life’s seasons—helping you protect, grow, and share your wealth with clarity and confidence.
We're committed to helping people achieve a sense of financial security and confidence. We want to help people sleep better at night with the peace of mind that they have a financial plan in place...for all of life’s seasons.
Business Owners & Entrepreneurs
As a business owner, your focus has been on building, growing, and leading. But managing the complexities of your financial future—both for yourself and your business—requires a strategic approach. We’ll help you navigate the big questions that come with business ownership:
- How can I maximize the value of my business and plan for a future transition?
- What strategies can I use to minimize taxes and protect my assets?
- How do I attract and retain top talent with competitive benefits?
- What’s the best way to integrate my personal and business financial plans?
At River Tree Wealth Management, we provide unwavering financial guidance for all of life’s seasons—helping you protect what you’ve built, optimize your opportunities, and create a lasting legacy for the future.
Business owners have unique financial planning needs. There’s planning for business, personal, and estate - and oftentimes, there’s an overlap among the three. We’ll meet you where you are and will be a resource in whatever area you need guidance in.
Business Leaders & Executives
As a business executive, you’ve worked hard to climb the ranks, make strategic decisions, and create lasting impact. But with success comes financial complexity—equity compensation, tax strategies, retirement planning, and more. We’ll help you navigate the big questions that come with executive wealth management:
- How can I maximize the value of my stock options, RSUs, or deferred compensation?
- What strategies can I use to minimize taxes and optimize my earnings?
- How do I balance wealth accumulation with protecting my financial future?
- What’s the best way to integrate my executive benefits into my broader financial plan?
At River Tree Wealth Management, we provide unwavering financial guidance for all of life’s seasons—helping you make the most of your success today while building a secure and meaningful future for tomorrow.
Financial representatives do not render tax advice. Consult with a tax professional for advice that is specific to your situation.
With more money comes more complexities – whether that’s minimizing tax impact, financial legacy and charitable giving strategies, trust and estate planning, we make sure there’s a comprehensive financial strategy across the board.
Family & Philanthropic Foundations
Establishing a foundation is a powerful way to create a lasting impact, aligning your wealth with the causes and values that matter most to you. But navigating the complexities of charitable giving requires thoughtful planning and strategy. We’ll help you answer the big questions that come with creating and managing a foundation:
- What’s the best structure for my foundation to maximize impact and tax efficiency?
- How do we ensure our giving aligns with our values and long-term philanthropic vision?
- What’s the best way to involve my family in our foundation’s mission?
- How do we manage and sustain the foundation for future generations?
At River Tree Wealth Management, we provide unwavering financial guidance for all of life’s seasons—helping you build a meaningful legacy that makes an impact today and for generations to come.
Leave the legacy you want, whether that's to help your family, a charity, or an institution. Having a plan for your legacy means you can feel good today, knowing tomorrow is taken care of.
Empowered Women
Women play a pivotal role in building and managing wealth, yet financial planning isn’t always tailored to their unique needs. At River Tree Wealth Management, we provide strategies designed to help protect, grow, and sustain your wealth with clarity and confidence. We’ll help you navigate the big questions that matter most:
- How can I build and protect my wealth while balancing career, family, and personal goals?
- What strategies will ensure long-term financial independence and security?
- How do I align my investments with my values and the legacy I want to create?
- What steps should I take to plan for unexpected transitions like career changes, caregiving responsibilities, divorce, or widowhood?
Financial planning is crucial, especially for women facing longer lifespans and unique financial needs. We help ensure you have a comprehensive plan covering income needs, healthcare, and legacy planning so you can confidently retire.
Trust and Estate Planning
Trust and estate planning is essential for ensuring your assets are protected and distributed according to your wishes while minimizing potential taxes and legal complications. We’ll help you navigate the big questions that come with trust and estate planning:
- What steps can I take to ensure my assets are distributed according to my wishes after I pass away?
- How can estate planning help reduce the tax burden on my heirs?
- What are the differences between a will and a trust, and which is right for me?
- How can I protect my family and loved ones from potential legal complications in the event of my incapacity or death?
At River Tree Wealth Management, we provide unwavering financial guidance for all of life’s seasons, helping you manage the complexities of estate and trust planning with tailored solutions that protect your legacy and ensure your wishes are honored for years to come.
This information is not intended as legal or tax advice. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.