Skip to main content

What To Expect

River Tree Wealth Management building

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 Circle

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.

Our Core Values RTW